Commercial Lines Account Assistant, SME

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

Benefits offered by this job

Extended health benefits

RRSP matching

Paid time off

Eligible bonuses

Commissions

Life and disability plans

Job summary

HUB International in Oakville, Ontario is seeking an experienced Account Assistant to support the account management workflow. This role suits a candidate with strong administrative background and proficiency in EPIC broker management system.

You will work on a book of business within a collaborative team and development-focused environment. Key responsibilities include processing certificates, slips, binders, and policies within service standards; setting up clients in Epic; updating

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 within timelines.
• Maintaining an effective abeyance system aligned with service standards.
• Setting up clients and prospects into Epic and Certificate Exchange.
• Loading Policy and Underwriting Information into Epic.
• Updating rate/premium histories and premium comparisons; invoicing and collection of aged receivables.
• Maintaining and updating the Summary of Insurance; update at renewal.
• Answering client queries and 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

Effective communication

Strong organizational skills

Team player

Proactive and customer focused

Follow-up skills

Education

Post-Secondary education or commensurate work experience

Tools

Microsoft Office (Word, Excel, Outlook)

Epic broker management system

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

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.

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, 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.

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.

Benefits and Total Compensation Packages

• extended health benefits
• disability insurance
• RRSP matching
• paid-time-off benefits
• eligible bonuses
• commissions

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

• 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
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The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.