Full-Time

Commercial Insurance Advisor

Posted on 11/15/2024

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Compensation Overview

$50k - $75kAnnually

+ Bonus + Commission

Junior, Mid

Kamloops, BC, Canada

Category
Customer Success Management
Sales & Account Management
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
Requirements
  • Level 2 Insurance License or willingness to obtain
  • Self-motivated with a strong sense of urgency
  • Motivated to help support a diverse team and contribute in a team environment
  • Minimum of one year commercial insurance experience as an Insurance Advisor
  • Pro-active and a self-starter with a keen attention to detail
  • Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs
  • Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization
  • Works well in a fast paced, client-focused environment
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
Responsibilities
  • Assist producer and marketer with all aspects of servicing commercial accounts
  • Meet existing clients’ needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence)
  • Review and ensure accuracy of policy documentation from insurers before forwarding to the client
  • Contact clients for renewal information
  • Take client calls and answer questions regarding coverages, accept and process online quotes
  • Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer
  • 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
  • Will be assigned some minimal, but regular duties to help support the floater position

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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