Commercial Lines Account Assistant

Horan Securities, Inc.; Sarnia; Hybrid; CAD 40,000 - 50,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Assistant to support the account management workflow. The ideal candidate will possess experience in insurance account management and proficiency with EPIC, ensuring client satisfaction and operational efficiency in a fast-paced environment.

Benefits

Flexible hybrid environment

Robust benefits options

Employee discounts

Educational reimbursement opportunities

Qualifications

• 1-2 years insurance account experience.
• RIBO Licensed is an asset but not required.
• Experience with EPIC broker management system desired.

Responsibilities

• Execute client documents and maintain effective abeyance system.
• Load and update policy information and history in EPIC.
• Communicate with clients and insurance companies.

Skills

Organizational Skills

Client Management

Communication Skills

Proactivity

Team Player

Education

Post-Secondary Education

Tools

EPIC Broker Management System

Microsoft Office (Word, Excel, Outlook)

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

• Post-Secondary education or commensurate work experience.
• RIBO Licensed is an asset but not required
• 1-2 years of insurance account experience
• 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

Why Choose HUB?

Becoming a part of HUB means that you thrive in an entrepreneurial and fast-paced team environment supported by over 17,000 professionals in 500 offices across North America. We are the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker. We provide a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products, and services.

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.

What’s in it for you?

We’re committed to you and your well-being with a variety of benefits such as:

• Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)
• A flexible hybrid environment and paid time off that allows for a work/life balance
• A robust and flexible benefits options that cater to your individual needs with a company RRSP match
• A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement
• Reimbursement of license fees and professional membership dues
• Employee discounts on automotive, electronic, consumer, educational, home security, travel, and home products
• A Discount program for retail and travel coupons
• Tools, resources, and programs for wellness, nutrition, and fitness

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.

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Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Diploma