Commercial Lines Account Assistant, Dealership & Leasing

HUB International; Toronto; Hybrid; CAD 43,000 - 54,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

License reimbursement

Bonus opportunities

Job summary

HUB International is seeking a Commercial Lines Account Assistant to provide administrative support for the Dealership & Leasing program in a hybrid Toronto setting. You will assist in processing commercial policies, invoicing, data entry, and client communication to ensure accurate servicing and compliance.

This entry-level role suits someone aiming to grow in the insurance field with a world-class organization, offering exposure to policy processing, escrow tasks, and coordinated service

Qualifications

• 1-2 years of admin experience, preferably in financial services/insurance.
• RIBO license is preferred.
• Proficient with Microsoft Word, Excel, and Outlook; experience with Epic is a plus.

Responsibilities

• Prepare insurance certificates, liability slips, binders, and values statements within service timelines.
• Support in creating client presentations and proposals for accounts.
• Input data into Epic and manage policy documents and client communications.

Skills

Admin experience

RIBO license

MS Office

Epic broker system

Insurance knowledge

Attention to detail

Communication skills

Team player

Tools

Epic broker management system

Job description

Commercial Lines Account Assistant, Dealership & Leasing### Commercial Lines Account Assistant, Dealership & LeasingPostuler: Hybrid Working: Toronto, ON: Full time: Publié aujourd'hui: R0039186**Une voie pour chaque ambition.** Chez HUB, nous croyons que le meilleur travail se réalise lorsque les gens disposent d'un véritable espace pour grandir, ainsi que de l'autonomie nécessaire pour l'exercer. Nous propulsons le progrès et protégeons l'ambition : pour les clients qui comptent sur nous, et tout autant pour les personnes qui rendent cela possible chaque jour. Nous sommes des penseurs créatifs et des gens d'action déterminés, guidés par des valeurs qui se reflètent dans notre façon de travailler ensemble : avec empathie, adaptabilité, sens des responsabilités et un engagement sincère envers la réussite de chacun. Nous encourageons les idées audacieuses, célébrons la curiosité et partageons nos connaissances. Parce que lorsque les gens grandissent, leur travail grandit avec eux. Notre mission est profondément humaine : aider les gens à naviguer dans le monde à leur façon, à leur rythme, vers leur avenir. Nous tenons ce même engagement envers les personnes qui bâtissent leur carrière ici. Que vous débutiez votre carrière ou que vous cherchiez à progresser, vous trouverez ici les ressources nécessaires pour évoluer, le soutien pour en faire davantage, et une équipe prête à vous appuyer à chaque étape. Votre ambition a sa place ici. **About The Role** 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.)* RIBO licensed preferred* Proficient in Microsoft Office: Word, Excel, and Outlook* Experience on Epic broker management system is a plus* Knowledge of general insurance coverages is a 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**Elevate Your Career with HUB International** Choosing HUB International means aligning your career with a premier insurance brokerage. 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** 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: * **Work-Life Balance:** Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.* **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 **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 $43,000-$54,000 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.*