Client Care Representative – Commercial Lines

Horan Securities, Inc.; Kelowna; On-site; CAD 50,000 - 75,000; Full time

Job summary

Join a leading insurance brokerage as a Commercial Insurance Associate. In this role, you will build long-term client relationships, assist with servicing accounts, and ensure documentation accuracy. The position offers competitive salary, benefits, and opportunities for growth in a collaborative environment.

Benefits

Comprehensive health benefits

Paid time off for volunteering

Paid day off for your birthday

Bonuses and commissions

Opportunities for career growth

Qualifications

• Minimum one year of commercial insurance experience as an Insurance Advisor.
• Proactive, detail-oriented, and self-starting.
• Ability to work in a fast-paced, client-focused environment.

Responsibilities

• Assist producers and marketers with servicing commercial accounts.
• Negotiate with insurers on coverage and pricing.
• Meet client needs and process documentation.

Skills

Customer Service

Attention to Detail

Effective Communication

Teamwork

Education

Level 2 Insurance License

CIP

CAIB

CRM

BCIT Risk Management Diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Hi, we’re HUB!

We are proud to be ranked 5th among the world’s largest insurance brokerages, advising businesses and individuals on reaching their goals. Partnering with us places you at the center of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists who bring clarity to a changing world with tailored solutions and advocacy to prepare you for tomorrow.

The Opportunity!

Are you a bright, outgoing, people-oriented person with a love for holiday parties? If so, this is the CAREER for you!

As a Commercial Insurance Associate, you will utilize your attention to detail and client service skills while working closely with Producers and Marketers on our Commercial accounts. Your role includes building long-term client relationships by addressing inquiries and requests related to policies and coverage insurers.

Key Responsibilities:

• Assist producers and marketers with servicing commercial accounts
• Meet client needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, Policies, Invoicing, Contracts, Correspondence)
• Review and verify accuracy of policy documentation before forwarding to clients
• Contact clients for renewal information
• Handle client calls, answer questions on coverages, and process online quotes
• Negotiate with insurers on coverage and pricing to meet client needs
• Update client information as changes occur
• Respond to account-related questions from clients, lawyers, and banks
• Provide policy and coverage information upon request
• Support the floater position with minimal, routine duties

Qualifications:

• Level 2 Insurance License or willingness to obtain
• Self-motivated with a sense of urgency
• Team-oriented with a collaborative attitude
• Minimum one year of commercial insurance experience as an Insurance Advisor
• Proactive, detail-oriented, and self-starting
• Strong customer service skills to ensure positive client experiences
• Effective communication skills (written and verbal)
• Ability to work in a fast-paced, client-focused environment
• Proficiency in Microsoft Word, Excel, and Outlook
• Industry designations (CIP, CAIB, CRM, BCIT Risk Management Diploma) are assets

Salary Expectations:

The salary range for this position is $50,000.00 to $75,000.00, influenced by skills, experience, location, and business line. HUB offers comprehensive benefits, including health, disability, RRSP matching, paid time off, bonuses, and commissions where applicable.

Why Join HUB?

• Enjoy making friends and working in a friendly, collaborative environment
• Participate in staff holiday parties and other social events
• Receive a paid day off for your birthday
• Get paid time off for volunteering
• Opportunities for career growth within the organization
• Access to various perks, benefits, and competitive compensation

Your Future with HUB:

Embark on a career with HUB International, a rapidly growing company offering advancement opportunities. We value education and continuous learning, providing training and financial support for licensing, designations, and development courses.

What Sets Us Apart?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To support the aspirations of individuals, families, and businesses, empowering employees to learn, grow, and contribute to their communities.

Our Core Values:

• Entrepreneurship: Encouraging innovation and educated risk-taking
• Integrity: Doing the right thing always
• Teamwork: Working together to maximize results
• Accountability: Measuring and taking responsibility for outcomes
• Service: Serving customers, communities, and colleagues

If you share our values and enjoy the perks, apply TODAY!

The employment offer is contingent upon successful background check completion.

Learn more about our team at www.hubinternational.com. For accommodations during hiring, contact [e-mail]. Only shortlisted candidates will be contacted.

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