Commercial Lines Account Assistant, SME

HUB International; Markham; On-site; CAD 42,000 - 51,000; Full time

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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

Responsibilities

• 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

Skills

Administrative support

Client management

Time management

Team player

Communication skills

Tools

Epic broker management system

Microsoft Office

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.

Providing support where required and performing all other duties as assigned

What You’ll Need for Success

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

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, visit 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.

Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans

Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance

A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

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.

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 $42,000-$51,000

The expected salary range for this position is $42,000-$51,000 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.

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.

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans

Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance

A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career