Teams at HUB International

Supports daily administrative operations for the Personal Insurance division. Responsibilities include updating and invoicing records in EPIC, generating letters, preparing refunds, scanning and attaching documents, managing incoming and outgoing mail, closing ICBC transactions, conducting quality reviews, maintaining inventory, organizing documentation, and collaborating with internal stakeholders. The role requires strong Microsoft Office skills, organization, time management, prioritization, attention to detail, and the ability to manage requests from multiple stakeholders.

Manage advisor block transfers and reassignments, ensuring accurate servicing and commission changes. Prepare transfer documentation, maintain broker and transfer records in WealthServ, coordinate with brokers and insurance carriers, follow up on requests, investigate discrepancies, obtain client listings, and support related projects. The role requires strong attention to detail, organization, communication, relationship-building, and proficiency with Microsoft Word and Excel.

Manages a commercial insurance book of business as the primary client advisor, handling client relationships, new business, renewals, coverage analysis, submissions, negotiations, documentation, binding, invoicing, and account reconciliation. The role requires commercial insurance expertise, independent prioritization, accurate records, client service, collaboration, and support for team development. It is an in-office position with client visits and relationship-building activities.