Job Description

HUB continues to grow and seeking a dynamic Personal Insurance Account Assistant to join our Personal Lines team based in Oakville, Ontario. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and a commitment to deliver results on required deadlines. This role will require a flexible individual to adapt to the growth of the business! This entry level role is a great opportunity for individuals that want to get into the insurance industry and advance their career.
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 satisfaction. By joining HUB you will become part of rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference. This position reports to the AVP Underwriting and Support Manager - Personal Insurance Practice.
Responsibilities:
Direct and Agency bill policy review and invoicing
Action registered letters of non-payment and non-renewal
New Business Processing on Carrier Portals
Renewal, reissue, endorsements, cancellations, reinstatements and New business reconciliation
Monthly Data clean up and Weekly Expiry reports, eDoc check and Pastdue Reports, renewal releases and boat policies
Maintaining follow-up on activities in respect to any of the above
Prepare all letters and appropriate documents that relate to the above, as well as mail documents
Reception back up when scheduled
Maintain Shared inbox for Digital products, new business applications and manual invoicing carriers
Work with finance department and personal lines dept. to review and correct commission differences
Assist with monthly or weekly audits to confirm transactions processed correctly
Other duties may be required
Qualifications:
High School Diploma
Minimum One (1) year of customer service experience
Previous insurance experience or RIBO license an asset
A team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment
Working knowledge of Applied Epic Business management system an Asset
Working knowledge of Microsoft Office products in MS Office specifically Outlook, Word, and Excel
Strong interpersonal and communication skills: written and verbal
Ability to work independently and in a team
Effective organizational skills and time management
Core Values:
Entrepreneurship - encouraging innovation and educate risk taking
Integrity - doing things right every time
Teamwork - working together to maximize results
Accountability - measure and take responsibility for outcomes
Service - serving customers, communities, and colleagues
HUB International Ontario offers a full spectrum of insurance and related services, including Property/Casualty, Home & Auto, Employee Benefits, Wealth Management and Risk Services, to a large and diverse client base. Internationally we are a leading insurance brokerage offering products and services with offices in Canada and the US. Take the first step toward creating a future that combines a diverse and challenging work environment in a rapidly growing company that offers significant opportunity for advancement and growth.
If you require assistance or accommodation during our recruitment process, please notify Human Resources so that we can review and consider how we may be able to assist you based on your individual needs.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma