About The Role
We’re looking for an experienced Account Assistant to support the account management workflow. This role is ideal for a candidate with strong administrative support experience and proficiency in EPIC broker management system.
This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!
What You’ll Do
Executing insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
Maintaining an effective abeyance system aligned with established service standards
Setting up clients and prospects into brokerage management system Epic and Certificate Exchange
Loading Policy and Underwriting Information into Epic
Updating rate/premium histories and premium comparisons; Invoicing, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
Maintaining and updating the Summary of Insurance (update as policy changes occur and at renewal)
Answering client queries, communicating with insurance companies
Assisting clients with Certificate Exchange
Claims reporting and follow ups.
Updating claims history on summaries
Providing support where required and performing all other duties as assigned
Acting as backup reception coverage where required.
What You’ll Need for Success
Post-Secondary education or commensurate work experience.
RIBO Licensed is an asset
1-2 years of insurance account experience
Proficient in Microsoft Office: Word, Excel, and Outlook
Experience on Epic broker management system desired
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
Elevate Your Career with HUB International
Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/ .
Your Advancement and Well-being: Our Priority
At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:
Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
Exclusive Perks : Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding
Service: Our Ethos
At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.
When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
The expected salary range for this position is $43,000-$50,000 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…