Insurance Advisor, Commercial

Horan Securities, Inc.; Burnaby; On-site; CAD 55,000 - 75,000; Full time

Job summary

Horan Securities, Inc. is seeking an Insurance Advisor for its Commercial Division in Burnaby. As part of a team, you'll assist clients, prepare documentation, and provide excellent service. You'll need a Level 2 General Insurance License and strong attention to detail.

Benefits

Competitive compensation

Tuition financing and career-related training

Customizable flexible benefits options

Mental and physical wellness initiatives

Collaborative and team-oriented environment

Qualifications

• Minimum 2-3 years experience in the Commercial Division.
• Strong attention to detail and accuracy required.

Responsibilities

• Provide policy and coverage information to clients.
• Act as a primary customer service contact in absence of Account Executive.
• Prepare proposals, rate sheets, and invoices.

Skills

Excellent client service

Attention to detail

Motivation

Education

Level 2 General Insurance License

CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT

Tools

Microsoft Word

Excel

Outlook

EPIC

Policy Works

CSR24

Job description

Who We Are

We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.

What We’re Looking For

As an Insurance Advisor in our Commercial Division, you will work closely with a team of Producers and Marketers on our Commercial Accounts. We are seeking an individual with a superior attention to detail to join our Burnaby Still Creek head office location in a full time position.

Our Burnaby Still Creek head office location is centrally located in the Willingdon Business Park near Brentwood Town Centre. This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

As a successful candidate you will possess the following characteristics:

• Strong sense of urgency and motivation to support your team
• Pro-active and a self-starter
• Excellent client service and interpersonal abilities
• Experience working in a fast-paced environment

Requirements

• Level2 General Insurance License
• 2-3 years of experience in the Commercial Division
• Excellent customer service skills
• Strong attention to detail and accuracy
• Thrives in a fast paced environment
• Intermediate proficiency in Microsoft Word, Excel, and Outlook
• Typing speed of at least 55 wpm
• Acts as a liaison between client, Account Managers, Account Executives and Marketers
• Update client information as changes occurs
• Answer account related questions/requests from clients, lawyers, and banks
• Provide policy and coverage information to clients upon request or inquiry

Asset experience that will make you stand out:

• Industry designation (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
• Accounting experience
• EPIC, Policy Works, CSR24 and Certificate Exchange experience

A Day in the Life

• Delivers exceptional customer experience to internal and external customers
• Demonstrates good technical insurance knowledge of coverages
• Follows Hub Service Guidelines
• Demonstrates commitment to team work by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts
• Acts as primary Customer Service Contact in the absence of Account Executive/Account Manager
• Responds to customer requests directly (or indirectly from Account Executive/Account Manager), submits information to appropriate insurance companies and binds coverage where appropriate
• Attends Critical Path meetings; follows up on action items required by Account Executive/Account Manager, Marketer or Servicer
• Prepares proposals, rate sheets, customer correspondence, certificates, and invoices as per agency standards
• Prepares cover notes on accounts marketed by production team
• Processes all documentation according to Hub workflows
  • Certificates of Insurance
  • Cover notes
  • Summaries and Proposals
  • New Business, Renewals and Endorsements
  • Premium Finance contracts
  • Invoicing
• Attaches all documentation into EPIC
  • client instruction and bind orders
  • instruction to marketing team and related information
• Assists Account Executive/Account Manager with managing Account Receivables
• Reviews and manages Account Reconciliation with Accounting Team
• Reviews and prioritizes all assigned tasks on a daily basis including company mail, emails, abeyances/activities
• Maintains accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange. CSR24 and physical files as per agency standards
• Reviews and ensures accuracy of policy documentation from insurers
• Continues professional development in order to develop skills and knowledge
• Protects HUB from E&O
• Other duties and responsibilities as assigned

Where This Can Take You

We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive sales training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond!

What We Offer

• Competitive compensation
• Company matching RRSP contributions
• Tuition financing and career-related training and development
• Customizable flexible benefits options for you and your family
• Mental and physical wellness initiatives
• A positive, collaborative and team-oriented environment
• Ongoing personal and career development

If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us/apply now.

The expected salary range for this position is$55,000to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience andworking location, as well as the specific position’s business line, scope and level. HUBInternational is proud to offer comprehensive benefit and total compensation packages whichcould include extended health benefits, disability insurance, RRSP matching,paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Our Culture Starts with You

• We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
• We want you to be INNOVATIVE and open to sharing your ideas
• You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.
• You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER
• You work with a high degree of INTEGRITY and ACCOUNTABILITY

To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel Required

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