- Executing 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
- Maintaining and updating 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 to Epic
- Maintaining effective abeyance system
- Maintaining filing system and set up of client files
- Printing and distributing renewal list for the Account team at least 90 days before renewal
- Print and distribute accounts receivable reports
- Update claims history on summaries
- Post-Secondary Education or commensurate work experience;
- Willing to obtain RIBO License
- 1-2 years of commercial insurance account experience desired
- Proficient in Microsoft Office: Word, Excel, and Outlook
- Previous experience with insurance management systems i.e. Epic, TAM etc. preferred.
- 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
- 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.
Commercial Lines Account Assistant, Real Estate - Toronto, Canada - Hub International
Description
About The Role
HUB International in Toronto, Ontario is currently looking for a motivated Insurance Account Assistant to support the account workflow for our growing Real Estate Practice. This is an ideal role for an organized individual with strong administrative support experience.
WhatYou'llDo
WhatYou'llNeed for Success
Why Choose HUB?
What'sin 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.
\#LI-hybrid
\#LI-HS
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
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.