Commercial Lines Account Assistant, Dealership & Leasing

HUB International; Toronto; On-site; CAD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking an Account Assistant to provide vital administrative support for their Dealership & Leasing Program. This entry-level role offers a unique opportunity to start a career in the insurance sector while working with a world-class organization. The successful candidate will execute essential tasks such as managing insurance certificates, maintaining client records, and supporting the service team. With a focus on professional growth, the company offers a rewarding work environment, flexible arrangements, and comprehensive benefits. Join a team that values contributions and fosters a culture of belonging, where your skills and initiatives will be recognized and appreciated.

Benefits

Competitive pay structure

Flexible working arrangements

Comprehensive benefits package

Tuition reimbursement opportunities

Reimbursements for professional license fees

Discounts on events and personal insurance

Qualifications

• 1-2 years of admin experience in financial services, preferably insurance.
• Proficient in Microsoft Office and experience with Epic is a plus.

Responsibilities

• Execute insurance certificates and manage client documents efficiently.
• Maintain effective systems and assist clients with queries and updates.

Skills

Organizational Skills

Time Management

Client Management

Effective Communication

Proactive Approach

Education

1-2 years of administrative experience

Experience in financial services (insurance, banking)

Insurance account experience

Tools

Microsoft Office (Word, Excel, Outlook)

Epic broker management system

Job description

Commercial Lines Account Assistant, Dealership & Leasing

About The Role

We’re looking for an experienced 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 the Dealership & Leasing industry. 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

• 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

Qualifications and Expertise

• 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
• 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

Your Advancement and Well-being: Our Priority

• Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.
• Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.
• Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.
• Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.
• Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.
• Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.

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.

Service: Our Ethos

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.