Commercial Account Associate

Horan Securities, Inc.; Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

A growing insurance firm in Calgary is seeking a Commercial Account Associate to support Account Executives in preparing information for clients and managing policy details. The role demands strong organization skills, proficiency in Microsoft programs, and a license level 1 in insurance. Join a dynamic team that values innovation and collaboration while enjoying excellent benefits and growth opportunities.

Benefits

Excellent compensation and benefits

Paid educational training

Flexibility in work

Paid day off for your birthday

Qualifications

• A minimum license level 1 is required.
• 1 year experience in commercial insurance is a definite asset.
• Proficient computer skills with Microsoft programs and Broker Management Software.

Responsibilities

• Assist in assembling renewal information and making changes to policies.
• Track expiry lists and prepare information for new quotes.
• Follow up on account receivable for invoicing and payment.

Skills

Problem-solving

Professional interaction

Multi-tasking

Education

Minimum license level 1

Experience in commercial insurance

Tools

Microsoft programs

Broker Management Software Systems

Job description

Ignite your potential. Impact what matters.

Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

The Opportunity!

The Commercial Account Associate assists the Account Executive/Commercial Account Advisor with the preparation of information to be submitted to the Marketing Department and/or the Prospect/Client.

A permanent full-time career working out of our Calgary - Fisher Street office.

Duties include are, but not limited to:

• Interacting with Account Executive/Commercial Account Advisor to assist in assembling renewal information or for making changes to policies throughout the year as received from the Account Executive/Commercial Account Advisor.
• Tracking expiry lists for the Account Executive/Commercial Account Advisor.
• Preparing information to be submitted to the Marketers to obtain new quotes, assembling the information into a presentation format for the prospect/client.
• follows up on account receivable to ensure timely invoicing and payment of premium.
• Attend meetings with the Account Executive Commercial Account Advisor, Commercial Multiline Account Executive on new or renewal business when required.

What you will bring to the role –

• A minimum license level 1 is required;
• Current knowledge in all aspects of commercial property is required.
• 1 year experience in commercial insurance is a definite asset.
• Proficient computer skills with Microsoft programs and Broker Management Software Systems are required.
• Ability to multi-task and interact in a professional manner with clients and colleagues.
• Good problem-solving skills and the ability to make the necessary decisions to move forward the work at hand.
• Self-motivated with the ability to work independently under minimal daily direction.

Why Join HUB?

· An exceptional, welcoming, and inclusive company culture.

· Excellent compensation, benefits, RRSP match, referral incentives, and company perks.

· Work flexibility.

· Paid educational training and vast learning opportunities.

· Room for advancement and growth within the organization.

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

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 clients, communities, and colleagues.

Ready to join HUB and build a career in a rapidly growing industry? Apply today for the Commercial Account Associate opportunity at our Calgary - Fisher Street location!

Department Business Operations Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required

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