About The Role

HUB International in Toronto, Ontario is currently looking for a strong Commercial Lines Account Associate to support our growing Commercial Financial Institutions Practice focused on an assigned commercial book of business with renewals throughout the year. This is an ideal role for individual interested in the investment business and specialty lines with strong customer delivery, organized and proactive.  This role will work closely with the Assistant Vice President, Financial Institutions and work with clients at the CFO and CEO level. 

An ideal candidate for this position will be someone who prides themselves on their top notch client service. This role will be ideal for someone who is highly organized with strong analytical and communication skills, sense of urgency, and the ability to meet often tight deadlines. The ideal candidate will be able to think on their feet and come up with creative solutions to coverage problems and have a strong client service focus.

What You’ll Do

Effective communication with large asset management clients and multinational companies.Respond to third party information requests, (i.e. auditors, OSC and other regulatory requests etc.)Day to day activities for clients and prospectsExecution of insurance certificates, leasing confirmations, auto liability slips, binders, statement of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standardsCalculating provincial taxes, preparing premium finance quotes etc.Ensure the timely issuance of submissions, binders, summaries, policiesDetailed policy proofing and fact checking of legal contractsClient invoicingMaintaining effective abeyance system aligned with established service standardsSetting up clients and prospects into Epic brokerage management systemLoading Policy and Underwriting Information into EpicUpdating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differencesMaintain/Update Summary of Insurance (update as policy changes occur and at renewal)Answering client queries, communicating with insurance companiesInput claims in broker management systemUpdate claims history on summariesResearch or project requestsProvide assistance where required and perform all other duties as assigned

Qualifications and expertise that pave the way for Success

RIBO Licensed or able to obtain in short orderCanadian Securities Course (CSC) an assetAdministrative experience within legal or accounting department an assetProficient in Microsoft Office: Word, Excel, and OutlookExperience on Epic or similar insurance broker management systems an assetStrong organizational, time and client management skillsEffective communication skills: verbal and writtenStrong team playerProactive and customer focused approachStrong initiative and follow up skills

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Culture and Belonging: Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

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