Commercial Lines Account Associate, Professional Liability

HUB International; Markham; On-site; CAD 47,000 - 60,000; Full time

Benefits offered by this job

Extended health benefits

RRSP matching

Disability insurance

Paid time off

Job summary

HUB International in Markham, Ontario is seeking a Commercial Account Associate to support professional liability accounts. You'll work with Senior Team members to manage renewals, certificates, and client inquiries while developing as a Junior Account Manager.

The role requires a RIBO license (or willing to obtain), 2+ years in commercial insurance, strong organizational and negotiation skills, and proficiency with MS Office and EPIC.

Qualifications

• RIBO license or willingness to obtain in short order.
• Typically 2+ years of commercial insurance experience.
• Experience in market negotiations on commercial policies is an asset.
• Strong aptitude to learn new risks and stay updated with trends.
• Results-oriented with accountability and client management skills.
• Detail-oriented with strong organization and prioritization skills.
• Proactive client-focused approach with effective negotiation and follow-up skills.
• Proficient in Microsoft Office (Word, Excel with formulas and pivot tables), PowerPoint and Outlook.
• Experience with Applied EPIC or similar insurance broker management systems.
• Ability to engage with clients and carrier contacts regularly to determine needs and fulfil requirements.

Responsibilities

• File management and preparation of client renewal packages (certificates, summaries, etc.).
• Preparation of invoices and follow-up on aged receivables.
• Timely issuance of certificates, submissions, binders, policies, etc.
• Effective communication with clients and third parties; answering inquiries and coordinating with insurers.
• Manage abeyance system and support for Account Manager and Producers/Senior Team Members.
• Negotiation and use of EPIC in daily workflows.
• Minimize Daily Sales Outstanding (DSO) to HUB standards.
• Prepare for and participate in client meetings in support of Account Manager.

Skills

Time management

Client management

Negotiation

Communication

Attention to detail

Organization

Tools

Applied EPIC

MS Office

Job description

About The Role We’re looking for a strong Commercial Account Associate to support our professional liabilities accounts in Markham. This role involves working closely with Senior Team members of the Professional Liabilities team and requires someone who is responsive, has strong time management skills, and has good knowledge of professional liability insurance. This is an ideal role for someone with strong technical and systems experience who is looking to transition into the role of Junior Account Manager within the new 2 years.

What You’ll Do

Day-to-day activities for clients and prospects including but not limited to:

• File management, preparation of client renewal packages (certificates, summaries, etc.), preparation of invoices, follow up on aged receivables.
• Timely issuance of certificates, submissions, binders, summaries, policies, etc.
• Effective communication with clients and third parties; i.e., answering client inquiries and communicating with insurance companies
• Effective management of the abeyance system
• Negotiation and use of EPIC
• Minimizing Daily Sales Outstanding (DSO) to HUB standards
• Preparing for and participating in client meetings in support of Account Manager and/or Producers/Senior Team Members

What You’ll Need for Success

• Valid RIBO license, or willingness to obtain in short order
• Typically, 2+ years of commercial insurance experience
• Experience in market negotiations on commercial policies is an asset
• Strong aptitude to learn new risks along with a desire to keep up to date with emerging trends
• Results-oriented and passionate, with a strong sense of accountability and client management skills
• Detail-oriented with strong organization and prioritization skills
• Solid team player who also possesses independence of thought
• Proactive client-focused approach with effective negotiation and follow-up skills
• Proficient in Microsoft Office: Word, Excel (formulas and pivot tables), PowerPoint and Outlook
• Experience with Applied EPIC or similar insurance broker management systems
• Ability to engage with clients and carrier contacts on a regular basis to determine needs and fulfil requirements utilizing strong written and verbal communication 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

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:

• 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.

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.

Compensation

The compensation for this position is a variable compensation structure, i.e., base salary plus commission. As such, the total compensation earned will vary depending on the successful candidate’s book of business at a particular time. The expected base salary for this position is $47,000-$60,000. The total compensation 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

• extended health benefits
• disability insurance
• RRSP matching
• paid-time-off benefits
• eligible bonuses for some positions

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

2-5 years of relevant experience

Required Travel

Negligible