Commercial Insurance Advisor

HUB International; Victoria; On-site; CAD 50,000 - 65,000; Full time

Benefits offered by this job

Extended health benefits

Disability insurance

RRSP matching

Paid time off

Bonuses and commissions

Staff holiday parties

Birthday day off

Volunteer day off

Job summary

HUB International in Victoria, BC is seeking a Commercial Insurance Advisor to support producers and marketers on commercial accounts, build lasting client relationships and manage policy documentation and renewals.

The ideal candidate has a Level 2 Insurance License, 2-5 years of commercial insurance experience, strong communication and service skills, and proficiency with Word, Excel and Outlook. HUB offers comprehensive benefits, RRSP matching, and growth opportunities.

Qualifications

• 2-5 years of commercial insurance experience as an Insurance Advisor.

Responsibilities

• Assist producer and marketer with servicing commercial accounts.
• Meet existing clients’ 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 and online quotes.
• Negotiate with insurers on coverage and price to meet client needs with the producer.
• Update client information as changes occur.
• Answer account questions from clients, lawyers and banks.
• Provide policy and coverage information to clients on request.
• Support the floater position with minimal duties when assigned.

Skills

Level 2 Insurance License

Customer service orientation

Communication skills

Team collaboration

Attention to detail

Self-motivation

Fast-paced environment adaptability

Policy & coverage knowledge

Education

CIP/CAIB/CRM designation asset

General Insurance & Risk Management Diploma - BCIT

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Hi, we’re 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 Advisor, 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 with helping to answer client inquires 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 clients’ 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
• 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 to $65,000 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.

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.

At HUB, 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 –

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 at www.hubinternational.com. If you require any accommodations during the hiring process, please reach out to [e-mail] to request this. Only candidates selected for an interview will be contacted.

Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

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