The Senior Insurance Advisor is a technically skilled, client-focused broker who supports the delivery of exceptional service and accurate coverage on assigned accounts, working in partnership with Account Managers and Account Executives in alignment with HUB's service standards.
This is an in-office role.
Responsibilities
- Serve as a client-facing advisor on assigned accounts, working in partnership with Account Managers and Account Executives to deliver service, write new business and execute on account strategy
- Service assigned accounts and contribute to new business in alignment with HUB's service standards
- Participate in formal account reviews and Critical Path meetings
- Gather client data, build submissions in PolicyWorks or EPIC and prepare comprehensive rate comparisons
- Identify coverage gaps, negotiate rates and terms with underwriters and present terms to the client or to the Account Executive
- Bind coverage and issue cover notes
- Prepare and process all account documentation in accordance with HUB workflows, including:
- Certificates of Insurance
- Cover notes
- Summaries and proposals
- New business, renewals and endorsements
- Premium finance contracts
- Invoicing
- Maintain complete and accurate electronic files in EPIC, PolicyWorks and Certificate Exchange/CSR24
- Attach all client instructions, bind orders and marketing correspondence in EPIC
- Assist with managing and collecting accounts receivable
- Support account reconciliation in collaboration with the accounting team
- Support ongoing learning and development of new team members
- Maintain ongoing professional development to enhance technical expertise
- Protect HUB from errors and omissions through diligence and accuracy
- Review and prioritize daily tasks, including activities and emails
- Collaborate cross-functionally with other branch departments as needed to ensure clients receive comprehensive support
- Make client visits and conduct relationship-building activities
Qualifications & Skills
- Minimum 3–5 years of commercial insurance experience
- Level 2 General Insurance License (BC)
- Industry designation preferred (CAIB, CIP, or CRM)
- Demonstrated ability to work independently and manage competing priorities
- Superior client service, communication and interpersonal skills
- Strong attention to detail with a high degree of accuracy
- Comfortable in a fast-paced, collaborative client-focused environment
- Intermediate to advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)
Preferred:
Experience in transportation insurance
The expected salary range for this position is $55,000 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.
At HUB International, you’ll be part of a growing team that values collaboration, innovation, and professional development. This role offers the opportunity to shape how we train, support, and enable our Personal Lines teams across the Coastal region. If you enjoy variety in your work and want to make a tangible impact on how an organization operates, we’d love to hear from you.
HUB International is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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
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