Commercial Lines Account Associate, Financial Institutions

Horan Securities, Inc.; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

HUB International is seeking a Commercial Lines Account Associate in Toronto. This role involves managing a commercial book of business and providing top-notch client service to financial institutions. The ideal candidate will possess strong organizational and communication skills to navigate client needs and collaborate with internal teams effectively. Opportunity available within a leading insurance brokerage that prioritizes professional growth and showcases commitment to customer success.

Benefits

Competitive compensation package

Flexible working arrangements

Comprehensive benefits package

Tuition reimbursement

Special discounts on events and insurance

Qualifications

• 1-2 years of relevant experience in an Account Associate role.
• Experience in a legal or accounting department is an asset.
• Strong time and client management skills.

Responsibilities

• Communicate effectively with large asset management clients.
• Process client documents and ensure timely issuance.
• Maintain and update client information in the Epic system.

Skills

Customer Service

Analytical Skills

Communication

Organizational Skills

Education

RIBO License or ability to obtain

Canadian Securities Course (CSC)

Tools

Microsoft Office

Epic brokerage management system

Job description

About The Role

HUB International in Toronto, Ontario is currently looking for a strong Commercial Lines Account Associate to support our growing Commercial Financial Institutions Practice focused on an assigned commercial book of business with renewals throughout the year. This is an ideal role for individual interested in the investment business and specialty lines with strong customer delivery, organized and proactive. This role will work closely with the Assistant Vice President, Financial Institutions and work with clients at the CFO and CEO level.

An ideal candidate for this position will be someone who prides themselves on their top notch client service. This role will be ideal for someone who is highly organized with strong analytical and communication skills, sense of urgency, and the ability to meet often tight deadlines. The ideal candidate will be able to think on their feet and come up with creative solutions to coverage problems and have a strong client service focus.

What You’ll Do

• Effective communication with large asset management clients and multinational companies.
• Respond to third party information requests, (i.e. auditors, OSC and other regulatory requests etc.)
• Day to day activities for clients and prospects
• Execution of insurance certificates, leasing confirmations, auto liability slips, binders, statement of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
• Calculating provincial taxes, preparing premium finance quotes etc.
• Ensure the timely issuance of submissions, binders, summaries, policies
• Detailed policy proofing and fact checking of legal contracts
• Client invoicing
• Maintaining effective abeyance system aligned with established service standards
• Setting up clients and prospects into Epic brokerage management system
• 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
• Maintain/Update Summary of Insurance (update as policy changes occur and at renewal)
• Answering client queries, communicating with insurance companies
• Input claims in broker management system
• Update claims history on summaries
• Research or project requests
• Provide assistance where required and perform all other duties as assigned

Qualifications and expertise that pave the way for Success

• RIBO Licensed or able to obtain in short order
• Canadian Securities Course (CSC) an asset
• Administrative experience within legal or accounting department an asset
• Proficient in Microsoft Office: Word, Excel, and Outlook
• Experience on Epic or similar insurance broker management systems an asset
• 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 the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. 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

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

• Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
• 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

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. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

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.

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: Negligible

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