- 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)
- An exceptional and welcoming company culture.
- Excellent compensation, benefits, RRSP match and company perks.
- Paid educational training and vast learning opportunities.
- Room for advancement and growth within the organization.
- A company that gives back and is active in the community.
- 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.
Client Care Representative – Commercial Lines - Williams Lake, 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
As the Insurance Advisor for our Commercial Insurance Division , 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.
What you will do:
What you will bring:
The employment offer is contingent upon completion of a successful background check.
Why Join HUB?
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:
\#LI-POST
Department Sales
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent