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HUB International

Global insurance brokerage and risk management

Commercial Lines Account Assistant - Dealership & Leasing

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeToronto, ON, CanadaHybrid

About the Job

Requirements

  • Typically, 1–2 years of administrative experience, preferably in financial services such as insurance or banking.
  • RIBO licensing is preferred.
  • Proficiency in Microsoft Office, including Word, Excel, and Outlook.
  • Attention to detail and accuracy.
  • Ability to work independently and collaboratively in a deadline-driven environment.
  • Strong organizational, time-management, and client-management skills.
  • Effective verbal and written communication skills.
  • A proactive, customer-focused approach.
  • Strong initiative and follow-up skills.

Responsibilities

  • Prepare insurance certificates, auto liability slips, binders, statements of values, and proposals, and process client documents such as endorsements and policies within established service timelines.
  • Support Account Associates and Managers in preparing client presentations and proposals.
  • Maintain an effective abeyance system in line with established service standards.
  • Set up clients and prospects in the Epic brokerage management system and Certificate Exchange.
  • Load policy and underwriting information into Epic.
  • Update rate and premium histories and premium comparisons; calculate PST; invoice; process journal entries; execute premium finance forms; collect aged receivables as required; and correct commission differences.
  • Maintain and update the Summary of Insurance as policies change and at renewal.
  • Answer client queries and communicate with insurance companies.
  • Process client transactions in a timely manner.
  • Update claims history on loss runs.
  • Provide support where required and perform other assigned duties.

Desired Qualifications

  • Experience with the Epic broker management system is a plus.
  • Knowledge of general insurance coverages is a strong asset.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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