Personal Lines Account Assistant - Contract

Horan Securities, Inc.; Brantford; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

A leading insurance brokerage in Canada is seeking a Personal Insurance Account Assistant in Brantford, Ontario. This role involves processing new business, maintaining documentation, and supporting the team. Ideal candidates are detail-oriented team players with customer service experience. Join a dynamic team and enjoy competitive pay, flexible working arrangements, and opportunities for professional growth.

Benefits

Competitive Pay Structure

Flexible Working Arrangements

Comprehensive Benefits Package

Tuition Reimbursement

Professional License Fee Reimbursement

Special Discounts on Events and Insurance

Qualifications

• Minimum one year of customer service experience required.
• Previous insurance experience or RIBO license is an asset.

Responsibilities

• New business processing on carrier partner portals.
• Prepare letters and documents related to new business.

Skills

Customer Service

Interpersonal Skills

Time Management

Communication

Education

High School Diploma

Tools

Applied Epic

Microsoft Office

Job description

About The Role

HUB International’s vision is to be the leading sales and service organization in the insurance industry. HUB continues to grow and seeking a dynamic Personal Insurance Account Assistant with a focus on New Business processing to join our Personal Lines team based in Brantford, Ontario. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and a commitment to deliver results on required deadlines. This role will require a flexible individual to adapt to the growth of the business!

What You’ll Do

• New Business Processing on Carrier Partner Portals

• Maintaining follow-up on activities in BMS

• Prepare all letters and appropriate documents that relate to the above, as well as mail documents

• Review and quality check documentation as it relates to above

• Assemble and create application packages for new business on behalf of Sharp producers

• Reception back up

• Renewal, reissue, endorsements, cancellations, reinstatements, and New business reconciliation

• Monthly Data clean up and Weekly Expiry reports, eDoc check and Pastdue Reports, renewal releases and boat policies

• Maintain Shared inbox for Digital products, new business applications and manual invoicing carriers

• Work with finance department and personal lines dept. to review and correct commission differences

• Assist with monthly or weekly audits to confirm transactions processed correctly

• Other duties may be required

What You’ll Need for Success

• High School Diploma

• Minimum One (1) year of customer service experience

• Previous insurance experience or RIBO license an asset

• A team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment

• Working knowledge of Applied Epic Business management system an Asset

• Working knowledge of Microsoft Office products in MS Office specifically Outlook, Word, and Excel

• Strong interpersonal and communication skills: written and verbal

• Ability to work independently and in a team

• Effective organizational skills and time management

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 17,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB family:

• Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.
• Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.
• Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.
• Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.
• Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.
• Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.

Diversity, Equity, and Inclusion: Our Commitment

HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it’s the cornerstone of our culture.

Service: Our Ethos

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.

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Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Diploma