Commercial Lines Account Assistant, Real Estate
HUB International
**About The Role**
We’re seeking a Commercial Lines Account Assistant to support the busy account workflow for our Real Estate Practice. This is an ideal role for someone with strong attention to detail, team and client-oriented.
**What You’ll Do**
+ Execution and maintenance of insurance certificates, auto liability slips, binders, statement of values, proposals, and processing of client documents (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
+ Answering client queries, communicating with insurance companies
+ Inputting data into a computerized database and setting up electronic client and prospect screens in the Epic broker management system
+ Maintaining an effective abeyance system
+ Print and distribute the renewal list to Account Manager and Account Associate at least 90 days before the renewal
+ Aids where required and performs all other duties as assigned by Account Manager and Account Associate
**Qualifications and expertise that pave the way for Success**
+ 1-2 years of administrative support experience desired
+ Knowledge or experience in the Real Estate industry as an asset
+ Proficient in Microsoft Office: Word, Excel, and Outlook;
+ Strong aptitude to learn
+ Experience with Epic or similar insurance broker management systems.
+ 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 the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. 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:
+ **Recognized Rewards** : Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
+ **Work-Life Balance:** Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
+ **Comprehensive Benefits:** Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
+ **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
**Culture and Belonging: Our Commitment**
At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.
**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.
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Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
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