Insurance Advisor, Commercial Lines

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

Job summary

A leading insurance broker in BC is seeking a detail-oriented Insurance Advisor to join their Commercial Insurance Division. This full-time, permanent role is based in Burnaby and offers a dynamic work environment. The ideal candidate will deliver exceptional customer service, support account management, and ensure accuracy in documentation. With a focus on professional development and teamwork, this position provides an opportunity to grow within a renowned company.

Benefits

Extended Health Benefits

Disability Insurance

RRSP Matching

Paid Time Off

Eligible Bonuses

Commissions

Qualifications

• 2-3 years of experience in the Commercial Division.
• Level 2 General Insurance License required.
• Industry designation an asset (CIP, CAIB, CRM).

Responsibilities

• Delivers exceptional customer experience to clients.
• Acts as primary Customer Service Contact.
• Prepares proposals, rate sheets, and invoices.

Skills

Customer Service

Attention to Detail

Fast Paced Environment

Education

Associate degree

Tools

EPIC

Policy Works

CSR24

Certificate Exchange

Microsoft Word

Microsoft Excel

Microsoft Outlook

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

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

• 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

Qualifications

• Level2 General Insurance License
• 2-3 years of experience in the Commercial Division
• Excellent customer service skills
• EPIC, Policy Works, CSR24 and Certificate Exchange experience an asset
• 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
• Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
• Accounting experience is an asset

The expected salary range for this position is $55,000 - $75,000 and 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. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Associate degree (2-year degree)