Insurance Advisor, Commercial Lines

Hub International; Vancouver; On-site; CAD 55,000 - 75,000; Full time

Job summary

Ein etabliertes Unternehmen in der Versicherungsbranche sucht einen detailorientierten Insurance Advisor, um das Team zu verstärken. In dieser spannenden Vollzeitstelle haben Sie die Möglichkeit, Ihre Ideen einzubringen und einen positiven Einfluss auf die Kundenbeziehungen zu nehmen. Ihre Hauptaufgaben umfassen die Bereitstellung eines außergewöhnlichen Kundenerlebnisses, die Unterstützung des Account Managements und die Verwaltung von Dokumentationen. Wenn Sie eine Leidenschaft für den Kundenservice und die Versicherungsbranche haben, könnte dies die perfekte Gelegenheit für Sie sein, in einem dynamischen Umfeld zu wachsen.

Benefits

Erweiterte Gesundheitsleistungen

Invaliditätsversicherung

RRSP-Matching

Bezahlte Freizeit

Bonus und Provisionen

Qualifications

• 2-3 Jahre Erfahrung in der Commercial Division.
• Level 2 General Insurance License erforderlich.
• Starke Kundenservicefähigkeiten.

Responsibilities

• Lieferung eines außergewöhnlichen Kundenerlebnisses.
• Vorbereitung von Vorschlägen, Rechnungen und Zertifikaten.
• Unterstützung des Account Executive/Managers bei der Verwaltung von Konten.

Skills

Kundenservice

Versicherungswissen

Detailgenauigkeit

Microsoft Word

Microsoft Excel

Microsoft Outlook

Typgeschwindigkeit (mindestens 55 wpm)

Education

Level 2 General Insurance License

Associate degree (2-jährige Ausbildung)

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

Tools

EPIC

Policy Works

CSR24

Certificate Exchange

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

• Level 2 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 & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)