Associate Insurance Advisor, Real Estate

HUB International; Burnaby; On-site; CAD 45,000 - 60,000; Full time

Job summary

An established industry player is seeking an Associate Insurance Advisor to join their team in Burnaby. This role focuses on delivering exceptional insurance solutions, enhancing client acquisition, and ensuring a high level of customer service. You will work closely with production teams, manage accounts, and support the overall growth of the business. With a strong emphasis on teamwork and professional development, this position offers a dynamic work environment where your contributions will significantly impact client satisfaction and business success. If you thrive in fast-paced settings and have a passion for helping others, this opportunity is perfect for you.

Benefits

Erweiterte Gesundheitsleistungen

Behinderungversicherung

RRSP-Matching

Bezahlte Freizeit

Bonus und Provisionen

Qualifications

• Erfahrung im Kundenservice und Teamarbeit ist entscheidend.
• Willingness to obtain Level 2 General Insurance License.

Responsibilities

• Lieferung professioneller Versicherungslösungen für Kunden.
• Unterstützung des Account Executive/Managers bei der Kontobearbeitung.

Skills

Kundenservice

Teamarbeit

Detailgenauigkeit

Geschäftssinn

MS Office (Excel, Word)

Education

Level 2 General Insurance License

Tools

MS Office

Job description

Who We Are

We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.

This role will reside out of our Burnaby Still Creek head office location, which is centrally located in the Willingdon Business Park near Brentwood Town Centre. This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

What We’re Looking For

Reporting to the Manager of Real Estate Support Services, the Associate Insurance Advisor is responsible for delivering professional, accurate, and efficient insurance solutions to new and existing commercially connected clients, with a strong focus on sales growth and client acquisition.

• Provides exceptional customer experience working with Production teams.
• Demonstrates good technical insurance knowledge.
• Adheres to HUB Service Guidelines.
• Demonstrates commitment to teamwork by supporting Account Executive/Account Manager (Producer) and Marketer with all aspects of servicing accounts.
• Responds to customer requests acting within license authority.
• Acts as primary customer service contact in the absence of Producer.
• Attends Critical Path meetings and completes any action items assigned within specified timeframe.
• Processes all documentation and transactions according to HUB workflows.
• Promptly reviews and manages account reconciliation working with Accounting, Producer and Client.
• Reviews and prioritizes all assigned tasks daily including mail, emails, abeyances, activities.
• Provides Accounts Receivable support to Producer for payment reminder letters as requested.
• Maintains accuracy of electronic files.
• Reviews and ensures accuracy of policy documentation from insurers.
• Continues professional development to enhance skills and technical knowledge.
• Other duties and responsibilities as assigned.

Qualifications

• Level 2 General Insurance License or willing to obtain.
• Demonstrates excellent customer service skills; collaborates well working as part of a team.
• Thrives in a fast-paced environment.
• Strong attention to detail and accuracy.
• Strong business acumen and organizational skills.
• Intermediate MS Office knowledge, with focus on Excel and Word.

The expected salary range for this position is $45,000 - $60,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.