Commercial Insurance Associate

HUB International; Kelowna; Hybrid; CAD 45,000 - 60,000; Full time

Benefits offered by this job

RRSP matching

Paid time off

Bonuses & commissions

Job summary

HUB International in Kelowna, BC, is seeking a Commercial Insurance Associate to join our team of Producers and Marketers. You will support servicing commercial accounts, review policy docs, process requests, and help coordinate renewals while delivering outstanding client service.

You will build long-term client relationships, negotiate with insurers, manage account information, and contribute to a collaborative, fast-paced environment.

Qualifications

• 1 year of commercial insurance experience is an asset.
• Level 2 Insurance License is preferred.
• Industry designation (CIP/CAIB/CRM) is an asset.

Responsibilities

• Assist producer and marketer with servicing commercial accounts.
• Process documentation: COIs, Cover Notes, Renewals, Proposals, Endorsements, Invoices.
• Review policy docs for accuracy and forward to client.

Skills

Attention to detail

Customer service

Communication

Data entry

Education

Level 2 Insurance License

Tools

Microsoft Word

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!

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 with helping to answer client inquires and requests through policy and coverage insurers.

• 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
• 1 year of commercial insurance experience considered an asset
• 1 year of general insurance industry experience considered an asset
• Industry designation considered an asset (CIP, CAIB, CRM, or General Insurance and Risk Management Diploma, BCIT)
• Highly self-directed with a strong sense of urgency and the ability to manage your own workload
• Strong attention to detail, with accuracy in data entry and documentation
• Committed to following established processes, policy, and compliance requirements
• Collaborative approach and a genuine interest in contributing to a diverse team
• Strong customer service focus with the ability to deliver positive client experiences
• Clear and credible written and verbal communication across all levels of the organization
• Comfortable working in a fast paced, client focused environment
• Proficiency in Microsoft Word, Excel, and Outlook

Salary Expectations – The expected salary range for this position is $45,000 to $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.

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.

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.

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

For more information, please visit hubinternational.com.