Hub International Administrative Assistant in Windsor, Ontario
HUB International’s vision is to be everywhere where risk exists – today and tomorrow. Helping protect what matters most.HUB International is looking for a dynamic Administrative Assistant to provide high level administrative support to a busy Wealth Management Employee Benefit’s (WMEB) Practice in our Windsor office. If you enjoy working in a fast-paced corporate environment and take pride in customer excellence, then this may be a role for you. Superior time-management, organizational and follow-up skills are essential for this position.
Processing all new business applications including; life new business and insurance policies into the HUB database
Preparing quotes and illustrations as necessary
Liaising with different insurance carriers and coordinate the underwriting requirements for each new client
Follow up on any pending insurance applications
Assisting with client services and responding to client inquiries and concerns in a timely fashion
Verifying client information, plan and premium coverage against the issued policy are accurate and up to date
Conducting first review of applications to ensure full completion and make note of any missing or required information
Verifying any requirements (i.e. medical) and ensuring they are ordered as required
Ensuring scanned documents are attached accurately and correctly within the correct database
Ensuring new business is processed and settled in a timely manner
Arranging client appointments and assisting with the preparation of meetings, including preparing an agenda.
Adhering to all regulatory rules as it relates to the client accounts and related documents.
Maintaining client files, including filing of incoming mail and archiving of old records.
Ensuring client interaction is accurately documented.
Providing back up support of investment office as needed.
Maintaining files per compliance requirements
· Other duties as assigned
Qualifications and Experience:
Post-Secondary Education or commensurate work experience;
Minimum 2 years’ administrative support experience
Proficient in Microsoft Office: Word, Excel, and Outlook;
Experience with Goldmine an asset or other CRM systems
Ability to learn new systems i.e. insurance management systems, company portals etc.
Strong organizational, time and client management skills
Effective communication skills: verbal and written
Strong team player and ability to work independently
Proactive and customer focused approach
Strong initiative and follow up skills
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.
Location: Canada, Ontario, Windsor
Required Education: High school or equivalent
Required Experience: 2-5 years
Required Travel: No travel required
Date published: 22-Jan-2019
Department: Office Administration & Clerical