Commercial Lines Account Assistant — Growth & Training

HUB International; Markham; Vor Ort; CAD 42.000 - 51.000; Vollzeit

Benefits dieser Stelle

Flexible working arrangements

Tuition reimbursement

Training programs

Health benefits

RRSP matching

Paid time off

Parental leave

Wellbeing program

Discounts on events, travel and个人保险

Zusammenfassung

HUB International in Markham is seeking an experienced Account Assistant to support the account management workflow. You will handle certificates, slips, binders and client documents with accuracy and within service standards using Epic.

The role emphasizes organization, client service and collaboration in a supportive team environment, with opportunities for growth, training and competitive benefits including health coverage and retirement plans.

Qualifikationen

• Post-Secondary education or commensurate work experience.
• RIBO License will be an asset
• 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

Aufgaben

• 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; Invoicing, 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 Claims reporting and follow ups.
• Providing support where required and performing all other duties as assigned

Kenntnisse

Administrative support

Client management

Time management

Team player

Communication skills

Tools

Epic broker management system

Microsoft Office

Jobbeschreibung

HUB International in Markham is seeking an experienced Account Assistant to support the account management workflow. You will handle certificates, slips, binders and client documents with accuracy and within service standards using Epic.

The role emphasizes organization, client service and collaboration in a supportive team environment, with opportunities for growth, training and competitive benefits including health coverage and retirement plans.