- Assist producer and marketer with all aspects of servicing commercial accounts
- Meet existing clients' needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence)
- Review and ensure accuracy of policy documentation from insurers before forwarding to the client
- Contact clients for renewal information
- Take client calls and answer questions regarding coverages, accept and process online quotes
- Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer
- Update client information as changes occur
- Answer account related questions/requests from clients, lawyers, and banks
- Provide policy and coverage information to clients upon request or inquiry
- Will be assigned some minimal, but regular duties to help support the floater position
- Level 2 Insurance License or willingness to obtain
- Self-motivated with a strong sense of urgency
- Motivated to help support a diverse team and contribute in a team environment
- Minimum of one year commercial insurance experience as an Insurance Advisor
- Pro-active and a self-starter with a keen attention to detail
- Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs
- Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization
- Works well in a fast paced, client-focused environment
- Proficiency in Microsoft Word, Excel, and Outlook
- Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
- Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together
- We work hard and play hard Get ready for our Staff Holiday Parties
- Paid day off for your birthday – we want to celebrate you
- Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities
- Room to grow within the organization
- Lots of company perks, benefits, RRSP matching and great compensation
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Client Care Representative – Commercial Lines - Kelowna, Canada - Hub International
Description
Hi, we're HUB
We are proud to be ranked 5th among the world's largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you're ready for tomorrow.
The Opportunity
Are you a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you
As a Commercial Insurance Associate , you will apply your superior attention to detail and excellent client service skills while working closely with a team of Producers and Marketers on our Commercial accounts. You will help build long-term relationships with our clients with helping to answer client inquires and requests through policy and coverage insurers.
A day in the life -
What you will bring to our team -
Salary Expectations –
The expected salary range for this position is $50,000.00 to $75,000.00 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.
Why Join HUB?
Your future with HUB –
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 career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.
At HUB, we value education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.
What makes us different than all the rest?
Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve customers, communities and colleagues.
If you value what we value, and like the perks along the way – Apply TODAY
The employment offer is contingent upon completion of a successful background check.
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Department Sales
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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.