Insurance Accounts Assistant — EPIC Pro & Career Growth

HUB International; Toronto; On-site; CAD 43,000 - 50,000; Full time

Benefits offered by this job

Extended health benefits

RRSP matching

Paid time off

Bonuses & commissions

Job summary

HUB International is seeking an Account Assistant to support the account management workflow in a collaborative brokerage environment. You’ll process certificates, endorsements, and client documents in a timely manner within service standards, and help maintain Epic records and rate histories.

The role emphasizes strong administrative skills, teamwork, and proactive client service. RIBO is an asset; 1–2 years of insurance experience preferred; Ontario location with standard benefits included.

Qualifications

• Post-Secondary education or commensurate work experience.
• RIBO Licensed is 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 with proactive approach.

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 tasks as required.
• Maintaining and updating the Summary of Insurance and responding to client queries.
• Assisting with Certificate Exchange and claims reporting.
• Providing backup reception coverage and other duties as assigned.

Skills

Strong administrative support

Client-facing communication

Tools

Epic broker management system

Microsoft Office

Job description

HUB International is seeking an Account Assistant to support the account management workflow in a collaborative brokerage environment. You’ll process certificates, endorsements, and client documents in a timely manner within service standards, and help maintain Epic records and rate histories.

The role emphasizes strong administrative skills, teamwork, and proactive client service. RIBO is an asset; 1–2 years of insurance experience preferred; Ontario location with standard benefits included.