Insurance Advisor, Commercial Lines

HUB International; Burnaby; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

An established industry player is seeking a detail-oriented Insurance Advisor to join their Commercial Insurance Division. This full-time, hybrid role offers the opportunity to make a positive impact with your fresh ideas and unique perspective. You'll be responsible for delivering exceptional customer service, demonstrating technical insurance knowledge, and supporting account management. With a focus on professional development and a supportive work culture, this position offers a competitive salary and comprehensive benefits. If you are passionate about helping clients protect what matters most, this is the perfect opportunity for you.

Benefits

Health Benefits

Disability Insurance

RRSP Matching

Paid Time Off

Bonuses

Commissions

Qualifications

• 2-3 years of experience in the Commercial Division.
• Level 2 General Insurance License required.
• Strong attention to detail and accuracy.

Responsibilities

• Deliver exceptional customer experience to internal and external customers.
• Support Account Executive/Account Manager with servicing commercial accounts.
• Process all documentation according to workflows.

Skills

Customer Service Skills

Technical Insurance Knowledge

Attention to Detail

Ability to Thrive in Fast-Paced Environment

Education

Level 2 General Insurance License

CIP, CAIB, CRM Designations

BCIT Diploma

Tools

EPIC

Policy Works

CSR24

Certificate Exchange

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Insurance Advisor, Commercial Lines page is loaded

Insurance Advisor, Commercial Lines

Apply remote type Hybrid Working locations Burnaby, BC Vancouver, BC time type Full time posted on Posted 2 Days Ago job requisition id R0030264

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

Our Commercial Insurance Division is seeking a detail-oriented Insurance Advisor! Join us and make a positive impact on the team with your fresh ideas and unique perspective in this Full Time, Permanent role.

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

Responsibilities

• Deliver exceptional customer experience to internal and external customers
• Demonstrate good technical insurance knowledge of coverages
• Follow Hub Service Guidelines
• Support Account Executive/Account Manager and Marketer with servicing commercial accounts
• Act as primary Customer Service Contact in the absence of Account Executive/Account Manager
• Respond to customer requests, submit information to insurers, and bind coverage when appropriate
• Attend Critical Path meetings and follow up on action items
• Prepare proposals, rate sheets, correspondence, certificates, and invoices
• Prepare cover notes on accounts marketed by production team
• Process all documentation according to workflows, including Certificates of Insurance, Cover notes, Summaries, Proposals, New Business, Renewals, Endorsements, Premium Finance contracts, and Invoicing
• Attach all documentation into EPIC and related systems
• Assist with managing Account Receivables and Account Reconciliation
• Review and prioritize daily tasks including emails and activities
• Maintain accuracy of electronic and physical files
• Review and ensure accuracy of policy documentation from insurers
• Continue professional development
• Protect HUB from E&O
• Perform other duties as assigned

Qualifications

• Level 2 General Insurance License
• 2-3 years of experience in the Commercial Division
• Excellent customer service skills
• Experience with EPIC, Policy Works, CSR24, and Certificate Exchange is an asset
• Strong attention to detail and accuracy
• Ability to thrive in a fast-paced environment
• Intermediate proficiency in Microsoft Word, Excel, and Outlook
• Typing speed of at least 55 wpm
• Industry designations such as CIP, CAIB, CRM, or BCIT diploma are assets
• Accounting experience is an asset

The salary range for this position is $55,000 - $75,000, influenced by skills, experience, location, and specific business line. HUB offers comprehensive benefits including health, disability, RRSP matching, paid time off, bonuses, and commissions where applicable.