WHO ARE WE?
Leading Canada in all areas of insurance, HUB International is ranked among the world’s top 10 brokerages. When you partner with us, you will be at the center of a vast network of experts providing unmatched service, expertise and insurance solutions alongside 11,000 employees in 500 offices across North America. Choose a career with HUB and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
WHAT DO WE VALUE?
- Entrepreneurship – We encourage innovation and educated risk-tasking.
- Integrity – We do the right thing every time.
- Teamwork – We work together to maximize results.
- Accountability – We measure and take responsibility for outcomes.
- Service – We serve our customers, communities and colleagues.
WHAT DO WE OFFER?
- Competitive wages
- Medical and dental benefits
- Opportunities for career advancement and growth
- Comprehensive tuition financing
- Flexible work hours and location
POSITION DETAILS
As an Insurance Advisor in the you will work closely with a team of Producers and Marketers on our Commercial Accounts.
We are seeking an individual with a superior attention to detail to join our Burnaby Head Office location in a full time position.
Responsibilities
- Delivers exceptional customer experience to internal and external customers
- Demonstrates good technical insurance knowledge of coverages
- Follows Hub Service Guidelines
- Demonstrates commitment to team work by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts
- Acts as primary Customer Service Contact in the absence of Account Executive/Account Manager
- Responds to customer requests directly (or indirectly from Account Executive/Account Manager), submits information to appropriate insurance companies and binds coverage where appropriate
- Attends Critical Path meetings; follows up on action items required by Account Executive/Account Manager, Marketer or Servicer
- Prepares proposals, rate sheets, customer correspondence, certificates, and invoices as per agency standards
- Prepares cover notes on accounts marketed by production team
- Processes all documentation according to Hub workflows
- Certificates of Insurance
- Cover notes
- Summaries and Proposals
- New Business, Renewals and Endorsements
- Premium Finance contracts
- Invoicing
- Attaches all documentation into EPIC
- client instruction and bind orders
- instruction to marketing team and related information
- Assists Account Executive/Account Manager with managing Account Receivables
- Reviews and manages Account Reconciliation with Accounting Team
- Reviews and prioritizes all assigned tasks on a daily basis including company mail, emails, abeyances/activities
- Maintains accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange. CSR24 and physical files as per agency standards
- Reviews and ensures accuracy of policy documentation from insurers
- Continues professional development in order to develop skills and knowledge
- Protects HUB from E&O
- Other duties and responsibilities as assigned
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Qualifications
- Level 2 General Insurance License
- 2-3 years of experience in the Commercial Division
- Excellent customer service skills
- EPIC, Policy Works, CSR24 and Certificate Exchange experience an asset
- Strong attention to detail and accuracy
- Thrives in a fast paced environment
- Intermediate proficiency in Microsoft Word, Excel, and Outlook
- Typing speed of at least 55 wpm
- Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
- Accounting experience is an asset
- renewal information
- Acts as a liaison between client, Account Managers, Account Executives and Marketers
- Update client information as changes occur
- Answer account related questions/requests from clients, lawyers, and banks
- Provide policy and coverage information to clients upon request or inquiry
WHAT DO YOU NEED TO SUCCEED?
As a successful candidate you will possess the following characteristics:
- Strong sense of urgency and motivation to support your team
- Pro-active and a self-starter
- Excellent client service and interpersonal abilities
- Experience working in a fast-paced environment
If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us/apply now.
The expected salary range for this position is $50,000 to $75,000 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 comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
Our Culture Starts with You
- We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
- We want you to be INNOVATIVE and open to sharing your ideas
- You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.
- You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER
- You work with a high degree of INTEGRITY and ACCOUNTABILITY
To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
