Job opportunity
Insurance Advisor, Real Estate Practice
HUB International
A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.
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 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
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
The expected salary range for this position is $63,000 to $70,000 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.
What we offer you
We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career. Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career The HUB difference HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
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Apply on source site 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 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
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
The expected salary range for this position is $63,000 to $70,000 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.
What we offer you
We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career. Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career The HUB difference HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
#J-18808-Ljbffr