Hub International Commercial Lines Account Assistant (Programs) in Markham, Ontario

Commercial Lines Account Assistant (Programs)

Overview of Position:

HUB International's vision is to be everywhere risk exists - today and tomorrow. Helping protect what matters most.

HUB International's Commercial Program Practice in Markham, Ontario is currently looking for an Account Assistant to support assigned high volume programs. This is an ideal role for an organized, detailed-oriented and customer focused individual with strong administrative support experience.

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. By joining HUB you will become part of rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference.

Primary Responsibilities:

The Commercial Lines Account Assistant is an account support role providing top notch client service. This role is ideal for someone who is highly organized with strong analytical and communication skills and the ability to meet often tight deadlines. We are looking for a strong team player who can work in a fast paced environment and a quick learner.

This role provides support to an Account Manager and Account Associate in the Commercial Programs Practice. The primary responsibilities include:

  • Execution of insurance certificates, binders, proposals, and processing of client documents i.e. endorsements and policies

  • Updating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences

  • Maintain/update Summary of Insurance (update as policy changes occur and at renewal)

  • Answering client queries and communicating with insurance companies

  • Inputting data and setting up electronic client and prospect screens from TAM to EPIC

  • Maintaining effective abeyance system

  • Maintaining filing system and set up of client files

  • Print and distribute renewal list to Account Manager and Account Associate at least 90 days before renewal

  • Print and distribute accounts receivable reports

  • Update claims history on summaries

Qualifications and Experience:

  • Post-Secondary Education or commensurate work experience;

  • RIBO Licensed or in progress within a specific period of time i.e. 3-6 months

  • 1-2 years of commercial insurance account experience desired

  • Proficient in Microsoft Office: Word, Excel, and Outlook;

  • Previous experience with insurance broker management systems i.e. Epic, TAM etc.

  • Strong organizational, time and client management skills

  • Effective communication skills: verbal and written

  • Strong team player

  • Proactive and customer focused approach

  • Strong initiative and follow up skills

Core Values:

Entrepreneurship - encouraging innovation and educate risk taking

Integrity – doing things right every time

Teamwork – working together to maximize results Accountability – measure and take responsibility for outcomes

Service - serving customers, communities, and colleagues

HUB International offers a full spectrum of insurance and related services, including Property/Casualty, Home & Auto, Employee Benefits, Wealth Management and Risk Services, to a large and diverse client base. Internationally we are a leading insurance brokerage offering products and services with offices in Canada and the US. Take the first step toward creating a future that combines a diverse and challenging work environment in a rapidly growing company that offers significant opportunity for advancement and growth.

*LI-JL

Location: Canada, Ontario, Markham
Required Education: College diploma (3-year degree)
Required Experience: 1-2 years
Required Travel: No travel required
Date published: 23-Jul-2018
Department: Account Management & Service
Ref#: P2205_20180131