Burnaby, BC, V5G 4V1, CAN
20 days ago
Insurance Advisor, Commercial
**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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