Commercial Lines Account Assistant

Horan Securities, Inc.; Windsor; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

Horan Securities, Inc. is looking for an experienced Account Assistant to support account management workflows in Windsor, Canada. The ideal candidate will handle various administrative tasks related to client management and documentation, contributing to a collaborative team environment focused on professional development and support. Candidates should possess strong organizational skills and proficiency in EPIC and Microsoft Office.

Benefits

Competitive compensation package

Flexible working arrangements

Robust benefits package

Professional growth opportunities

Reimbursements for professional licensing fees

Discounts on events and travel

Qualifications

• 1-2 years of administrative experience required.
• Proficiency in Microsoft Office: Word, Excel, and Outlook.
• Experience with EPIC broker management system is desired.

Responsibilities

• Execute insurance certificates and process client documents.
• Maintain client information in brokerage management system.
• Answer client queries and assist with Certificate Exchange.

Skills

Administrative support

Client management

Communication

Organization

Proactivity

Tools

EPIC broker management system

Microsoft Office

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 the EPIC broker management system.

This position involves working on a book of business within a supportive team and management environment where knowledge is shared and development is 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 in the 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

• 1-2 years of admin experience
• Proficient in Microsoft Office: Word, Excel, and Outlook
• Experience with Epic broker management system is desired
• Strong organizational, time and client management skills
• Practical communication skills: verbal and written
• Strong team player
• Proactive and customer-focused approach
• Strong initiative and follow-up skills

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

• 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.

#LI-hybrid

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: Negligible

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