Insurance Advisor, Commercial
HUB International
**WHO ARE WE?**
Leading Canada in all areas of insurance, HUB International is ranked among the world’s top 10 brokerages. When you partner with us, you will be at the center of a vast network of experts providing unmatched service, expertise and insurance solutions alongside 11,000 employees in 500 offices across North America. Choose a career with HUB and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
**WHAT DO WE VALUE?**
+ **Entrepreneurship** – We encourage innovation and educated risk-tasking.
+ **Integrity** – We do the right thing every time.
+ **Teamwork** – We work together to maximize results.
+ **Accountability** – We measure and take responsibility for outcomes.
+ **Service** – We serve our customers, communities and colleagues.
**WHAT DO WE OFFER?**
+ Competitive wages
+ Medical and dental benefits
+ Opportunities for career advancement and growth
+ Comprehensive tuition financing
+ Flexible work hours and location
**POSITION DETAILS**
As an **Insurance Advisor** in the you will work closely with a team of Producers and Marketers on our Commercial Accounts.
We are seeking an individual with a superior attention to detail to join our **Burnaby Head Office** location in a **full time** position.
**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 of 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
+ renewal information
+ Acts as a liaison between client, Account Managers, Account Executives and Marketers
+ 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
**WHAT DO YOU NEED TO SUCCEED?**
As a successful candidate you will possess the following characteristics:
+ Strong sense of urgency and motivation to support your team
+ Pro-active and a self-starter
+ Excellent client service and interpersonal abilities
+ Experience working in a fast-paced environment
If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us/apply now.
_The expected salary range for this position_ _is $50,000 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._
**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**
To find associated positions at our HUB simply search **myHUBbc** as a keyword in the search bar on our careers page (https://www.hubinternational.jobs/jobs/?q=myhubbc) !
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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