Client Care Representative – Commercial Lines

Hub International Insurance; Kelowna; On-site; CAD 50,000 - 75,000; Full time

Job summary

A leading North American insurance brokerage is seeking a Commercial Insurance Associate in Kelowna. The ideal candidate will have strong client service skills and attention to detail, with responsibilities including assisting producers and servicing commercial accounts. Competitive salary ranges from $50,000 to $75,000 along with comprehensive benefits. Join a dynamic team that promotes growth and valuation of contributions.

Benefits

Paid day off for your birthday

Paid half a day off for volunteering

Comprehensive benefit packages

Room for growth within the organization

Qualifications

• Minimum of one year commercial insurance experience as an Insurance Advisor.
• Self-motivated with a strong sense of urgency.
• Ability to deliver positive client experiences.
• Works well in a fast-paced, client-focused environment.

Responsibilities

• Assist producer and marketer with servicing commercial accounts.
• Review and ensure accuracy of policy documentation.
• Take client calls and answer questions.
• Negotiate with insurers on coverage and price.

Skills

Client service skills

Attention to detail

Communication skills

Proficiency in Microsoft Word

Proficiency in Excel

Proficiency in Outlook

Education

Level 2 Insurance License or willingness to obtain

Industry designation (CIP, CAIB, CRM, etc.)

Job description

Hi were HUB!

We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. When you partner with us you’re at the center of a vast network of risk insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy so you’re ready for tomorrow.

The Opportunity!

Are you a bright outgoing people‑oriented person who has an inner love for holiday parties? If so this is the career for you!

As a Commercial Insurance Associate you will apply your superior attention to detail and excellent client service skills while working closely with a team of Producers and Marketers on our Commercial accounts. You will help build long‑term relationships with our clients by helping to answer client inquiries and requests through policy and coverage insurers.

A day in the life

• Assist producer and marketer with all aspects of servicing commercial accounts
• Meet existing client needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In‐House Policies, Invoicing, Finance, Contracts, Customer Correspondence)
• Review and ensure accuracy of policy documentation from insurers before forwarding to the client
• Contact clients for renewal information
• Take client calls and answer questions regarding coverages, accept and process online quotes
• Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer
• Update client information as changes occur
• Answer account related questions/requests from clients, lawyers and banks
• Provide policy and coverage information to clients upon request or inquiry
• Will be assigned some minimal but regular duties to help support the floater position

What you will bring to our team

• Level 2 Insurance License or willingness to obtain
• Self‑motivated with a strong sense of urgency
• Motivated to help support a diverse team and contribute in a team environment
• Minimum of one year commercial insurance experience as an Insurance Advisor
• Pro‑active and a self‑starter with a keen attention to detail
• Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs
• Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization
• Works well in a fast‑paced client‑focused environment
• Proficiency in Microsoft Word, Excel and Outlook
• Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma, BCIT)

Salary Expectations

The expected salary range for this position is $50,000.00 to $75,000.00 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.

Why Join HUB

Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together!

We work hard and play hard! Get ready for our Staff Holiday Parties!!

Paid day off for your birthday we want to celebrate you!

Paid half a day off for volunteering in your community – HUB is a company that gives back and is active in our communities

Room to grow within the organization

Lots of company perks, benefits, RRSP matching and great compensation

Your future with HUB

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

We value education and continuous learning and we will assist you along your career development path. We provide HUB Ready training for new employees as well as financial support for licensing, industry designations, management & leadership development and other related courses, designations or programs.

What makes us different than all the rest

• Our Vision: To be everywhere risk exists today and tomorrow. Helping protect what matters most.
• Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
• Our Core Values:
  • Entrepreneurship – We encourage innovation and educated risk‑taking.
  • Integrity – We do the right thing every time.
  • Teamwork – We work together to maximize results.
  • Accountability – We measure and take responsibility for outcomes.
  • Service – We serve customers, communities and colleagues.

If you value what we value and like the perks along the way Apply TODAY!

The employment offer is contingent upon completion of a successful background check.

HUB is a company where your contributions will make a difference. We invite you to learn more about our team. If you require any accommodations during the hiring process please reach out to request this. Only candidates selected for an interview will be contacted.

Required Travel: No Travel Required

Employment Type: Full‑Time

Vacancy: 1

Monthly Salary: $50,000 - $75,000