Commercial Lines Account Assistant, Dealership

HUB International; Toronto; On-site; CAD 40,000 - 50,000; Full time

Job summary

A leading insurance organization in Toronto is seeking a Commercial Lines Account Assistant to provide essential administrative support within the Dealership & Leasing Program. This entry-level role involves assisting in processing commercial insurance policies, document handling, and client communication, ensuring compliance and client satisfaction. Candidates should have admin experience, knowledge of insurance coverages, and strong organizational skills. Join a team-focused environment that values contribution and growth.

Qualifications

• 1-2 years of administrative experience, preferably in financial services.
• Proficient in Microsoft Office, including Word, Excel, and Outlook.
• Knowledge of general insurance coverages is a strong asset.

Responsibilities

• Support the service team by processing insurance policies.
• Assist in preparing presentations and client proposals.
• Update and maintain client documentation and records.

Skills

Attention to detail

Effective communication

Organizational skills

Microsoft Office proficiency

Team player

Customer-focused approach

Education

1-2 years of admin experience

1-2 years of insurance account experience

RIBO License or in progress

Tools

Epic broker management system

Job description

We’re looking for a Commercial Lines Account Assistant to provide administrative support for our Dealership & Leasing Program. This is the ideal role for someone looking to build a career in a unique yet exciting vertical of the insurance world.

This position will act as a key support person; helping the service team mitigate and manage the risks associated with clients in the Automobile Dealership & Leasing industry. This role is responsible for assisting in the processing of commercial insurance policies, invoicing, data entry, document handling, and communication with clients and insurers. The position supports efficient policy servicing and contributes to maintaining compliance and client satisfaction. This entry‑level role is the perfect first step for someone looking to make their mark in the insurance industry with a world‑class organization!

What You’ll Do

• Preparing 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
• Support Account Associates and Managers in preparing client presentations, proposals etc.
• 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
• Ensure timely processing of client transactions
• Updating claims history on loss runs
• Providing support where required and performing all other duties as assigned

Qualifications and expertise that pave the way for Success

• Typically, 1-2 years of admin experience, preferably in the financial services industry (insurance, banking, etc.)
• 1-2 years of insurance account experience
• Proficient in Microsoft Office: Word, Excel, and Outlook
• Experience on Epic broker management system is a plus
• Knowledge of general insurance coverages – strong asset
• Attention to detail and accuracy
• Ability to work independently and as part of a team in a deadline‑driven environment.
• 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
• RIBO License or in progress – post 3 months of employment

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, please 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.

Department: Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

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