Commercial Lines Account Assistant, Programs

HUB International; Toronto; On-site; CAD 45,000 - 50,000; Full time

Job summary

HUB International is seeking an Account Assistant to support the account management workflow in a collaborative team environment in Toronto. The role focuses on administrative support and proficiency in the EPIC broker management system.

You will handle certificates, slips, binders, and documentation in a timely manner, set up clients in Epic, load underwriting data, and manage invoicing and receivables. A strong client-focused approach and solid Microsoft Office skills are essential.

Qualifications

• Post-Secondary education or commensurate work experience.
• RIBO Licensed; 1-2 years of insurance account experience.
• Proficient in Microsoft Office; Word, Excel, Outlook.
• Experience on Epic broker management system desired.
• Strong organizational, time and client management skills.
• Effective communication, verbal and written.

Responsibilities

• Execute insurance certificates, slips, binders, statements of values, proposals, and processing of client documents within timelines.
• Maintain an effective abeyance system aligned with service standards.
• Set up clients and prospects into Epic and Certificate Exchange.
• Load Policy and Underwriting Information into Epic.
• Update rate/premium histories and premium comparisons; invoicing and collection of aged receivables.
• Maintain and update the Summary of Insurance; update at renewal.
• Answer client queries and communicate with insurance companies.
• Assist clients with Certificate Exchange, Claims reporting and follow-ups.
• Provide support and perform other duties as assigned.

Skills

EPIC broker management system

Microsoft Office

Organization

Communication

Team player

Proactive

Education

Post-Secondary education or commensurate work experience

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 EPIC broker management system. This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development 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 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. Updating claims history on summaries
• Providing support where required and performing all other duties as assigned
• Acting as backup reception coverage where required

What You’ll Need for Success

• Post-Secondary education or commensurate work experience.
• RIBO Licensed 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

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

• 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.

Compensation and Benefits

The expected salary range for this position is $45,000-$50,000 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.

Recruitment Technology

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.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience Required Travel: Negligible

Accessibility and Accommodation

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Who We Are

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.