EPIC-Driven Commercial Lines Assistant

HUB International; Toronto; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading insurance brokerage in Toronto is seeking an experienced Account Assistant. The role focuses on supporting account management through various administrative tasks. Candidates should possess strong organizational and communication skills, with 1-2 years of relevant experience and proficiency in Microsoft Office. Opportunities for professional development and a comprehensive benefits package are offered.

Benefits

Competitive compensation

Flexible working arrangements

Robust benefits package

Career advancement opportunities

Reimbursements for professional licensing

Qualifications

• 1-2 years of administrative experience, preferably in financial services.
• Willingness to obtain RIBO License within 3 months of employment.
• Experience on EPIC broker management system is desired.

Responsibilities

• Execute insurance certificates, endorsements, and other documents.
• Maintain abeyance system aligned with service standards.
• Load Policy and Underwriting Information into Epic.
• Answer client queries and communicate with insurance companies.

Skills

Administrative support experience

Proficiency in EPIC broker management system

Strong organizational skills

Effective communication skills

Client management skills

Proactive customer-focused approach

Education

Diploma or relevant work experience

RIBO License (or willing to obtain)

Tools

Microsoft Office: Word, Excel, Outlook

EPIC broker management system

Job description

A leading insurance brokerage in Toronto is seeking an experienced Account Assistant. The role focuses on supporting account management through various administrative tasks. Candidates should possess strong organizational and communication skills, with 1-2 years of relevant experience and proficiency in Microsoft Office. Opportunities for professional development and a comprehensive benefits package are offered.