Commercial Lines Account Assistant

HUB International; Leamington; On-site; CAD 42,000 - 45,000; Full time

Benefits offered by this job

RRSP matching

Extended health benefits

Paid time off

Job summary

HUB International is seeking an experienced Account Assistant to support the account management workflow in our Canada team. The role focuses on administrative tasks and processing client documents in the EPIC system, with a collaborative, growth-oriented environment.

You will handle certificates, slips, binders, statements of values, and client inquiries, while maintaining an efficient abeyance system and updating policy histories.

Qualifications

• 1–2 years of admin experience, preferably in financial services (insurance, banking)
• Proficient in Microsoft Office: Word, Excel, Outlook
• Experience with Epic broker management system desired
• Strong organizational, time and client management skills
• Effective verbal and written communication
• Strong team player with proactive, customer-focused approach

Responsibilities

• Execute certificates, slips, binders, statements of values, proposals, and processing of client documents within service standards
• Maintain an effective abeyance system
• Set up clients and prospects into Epic and Certificate Exchange
• Load policy and underwriting information into Epic
• Update rate/premium histories, invoicing, and journal entries; assist with commissions
• Maintain and update the Summary of Insurance and client queries

Skills

Administrative support

EPIC broker management system

Microsoft Office (Word, Excel, Outlook

Tools

Epic software

Job description

About The Role

We’re looking for an experienced Account Assistant to support the account management workflow. This role is ideal for a candidate with strong administrative support experience and proficiency in EPIC broker management system. This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!

What You’ll Do

• Executing insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
• Maintaining an effective abeyance system aligned with established service standards
• Setting up clients and prospects into brokerage management system Epic and Certificate Exchange
• Loading Policy and Underwriting Information into Epic
• Updating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
• Maintaining and updating the Summary of Insurance (update as policy changes occur and at renewal)
• Answering client queries, communicating with insurance companies
• Assisting clients with Certificate Exchange
• Updating claims history on summaries
• Providing support where required and performing all other duties as assigned

What You’ll Need for Success

• Typically, 1-2 years of admin experience, preferably in the financial services industry (insurance, banking, etc.)
• Proficient in Microsoft Office: Word, Excel, and Outlook
• Experience on Epic broker management system desired
• Strong organizational, time and client management skills
• Effective communication skills: verbal and written
• Strong team player
• Proactive and customer-focused approach
• Strong initiative and follow-up skills

Elevate Your Career with HUB International

• Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide.
• Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities.
• For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

• Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
• Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
• Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
• Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding.

Culture and Belonging: Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference. When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

The expected salary range for this position is $42,000-$45,000 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.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

Department: Account Management & Service
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.