- 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 the above
- Assemble and create application packages for new business on behalf of Sharp producers
- Reception backup when scheduled
- Renewal, reissue, endorsements, cancellations, reinstatements, and New business reconciliation
- Monthly Data clean-up and Weekly Expiry reports, eDoc check and past 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 are processed correctly
- Other duties may be required
- 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
- Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
- Balance your life with flexible work arrangements and generous time off.
- Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs.
- Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
- Rest easy with reimbursements for professional license fees and membership dues.
- Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
Personal Lines Account Associate - Saint John, Canada - Hub International
Description
About The Role
We're seeking a dynamic Personal Insurance Account Associate to join our Personal Lines team. This is an ideal role for a strong team player who is detail-oriented, enjoys working with people, and a committed to delivering results on required deadlines. This role will require a flexible individual to adapt to the growth of the business.
What You'll Do
What You'll Need for Success
Why Choose HUB?
What's in it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
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Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma