Insurance Advisor, Complex Risk

HUB International; Vancouver; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

RRSP matching

Tuition financing and training

Flexible benefits

Job summary

HUB International Vancouver is seeking an experienced Commercial Insurance professional to manage a large book of business and pursue new opportunities. You will work directly with the team that originated and grows this book, delivering exceptional client service.

Responsibilities include servicing accounts, presenting coverage options, preparing proposals and coordinating with underwriters. Strong communication and organization are essential.

Qualifications

• Minimum 5 years insurance experience in a commercial role.
• Licensed with Level 2 General Insurance license or equivalent.
• Industry certifications (CAIB/CIP/CRM) preferred.
• Strong written and verbal communication; client-focused.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Manage and service a portfolio of large commercial insurance accounts.
• Build and maintain professional relationships with clients and markets.
• Provide expert guidance on complex coverage and inquiries.
• Prepare proposals, certificates, and invoices.
• Support account executives and mark​eters in servicing accounts.

Skills

Insurance experience

Client service

Communication skills

MS Office

Independence

Education

Level 2 General Insurance License

Industry certifications preferred (CAIB/CIP/CRM)

Tools

EPIC

Policy Works

CSR24

Excel

PowerPoint

Word

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

We are seeking an experienced and service-oriented Commercial Insurance professional to join our team to help in managing an established core book of first-generation accounts, along with exciting new business opportunities - encompassing multi-national, cross-border and a wide variety of types of business and coverage lines. You will be working directly with the team that originated and continues to grow this book of business, meaning that you are the type of person who wants to work with people who like to work hard and strive for excellence.

Requirements

• Insurance experience, preferably 5 years within a commercial capacity
• Level 2 General Insurance License
• Recognized industry certification preferred (CAIB, CIP, CRM, BCIT Risk Management)
• Works independently without supervision
• Exceptional written and verbal communication skills
• Superior client service, presentation and interpersonal skills
• Demonstrated ability to explain and document sophisticated insurance coverage solutions clearly and professionally
• Strong attention to detail and accuracy
• Service-driven with a client-first mindset
• Intermediate to advanced MS Office knowledge, with focus on Excel, PowerPoint, and Word
• Strong sense of urgency when handling accounts, highly organized, proactive, and capable of managing multiple priorities
• A people person, you work to provide superior client service while working collaboratively with your team and markets

A Day in the Life

• Manage and service a portfolio of large commercial insurance accounts
• Build and maintain strong, professional relationships with both clients and insurance markets
• Demonstrates strong technical insurance knowledge of coverage, with an ability to provide clients with expert guidance on complex commercial insurance coverage and respond to sophisticated coverage inquiries.
• Delivers exceptional customer experience to internal and external customers.
• Liaises with Client, Account Executive/Account Manager and Markets
• Follows Hub Service Guidelines
• Demonstrates commitment to teamwork and collaboration by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts including support of marketing/broking efforts
• Acts as primary Customer Service Contact in absence of Account Executive or Account Manager
• Responds to customer requests directly (or indirectly from Account Executive or Account Manager), submitting information to appropriate insurance companies and binding coverage where appropriate
• Participates in formal account reviews and Critical Path meetings; working diligently to provide value-added services for clients and follow up on action items required by Producer, Marketer or Servicer
• Collect data from the client, create an expert submission in EPIC and a rate sheet to be presented, identify coverage gaps, negotiate suitable rates and coverages with company underwriters, present Account Executives/Account Managers with best programs, and bind coverage.
• Prepares proposals, customer correspondence, certificates, and invoices
• Prepares cover notes on accounts marketed
• 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 instructions to marketing team and related information
• Assists Account Executive/Account Manager with managing and collecting Account Receivables
• Reviews and manages Account Reconciliation working with Accounting Team
• Coaches and mentors new team members
• Reviews and prioritizes all assigned tasks daily 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
• Continues professional development to enhance skills and abilities
• Participates in training to obtain CE credits to maintain License
• Obtain License in other provinces or territories as required to service clients
• 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

The expected salary range for this position is $60,000 to $90,000 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.

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.

Department Account Management & Service

• Required Experience: 2-5 years of relevant experience
• Required Travel: No Travel Required

About HUB International

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.