Personal Lines Assistant

Job content

Hi, we’re HUB!

We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity:
Are you a bright, outgoing, people-oriented person? If so, this is the career for you!

The Personal Lines Assistant provides administrative support to the Account Executive (Producer) in accordance with Company operating procedures. They will serve as the internal contact point on all aspects of the account, including client service and marketing activities.

The assistant’s involvement and responsibility will vary depending on Producer, however, this is a general guideline of the duties of the CSR. Other specific duties as required and specific to individual producer portfolio and programs may be required.

Responsibilities:
Maintain renewal lists and actively follow up on expiry dates.

Participate in renewal planning and strategy meetings.

Assist with maintaining individual client coverage checklists, obtaining updated underwriting information following Best Practices including applications and recommending new coverage to existing clients on renewal.

Assist Producer with marketing and compare coverage and prices available (new and renewal business).

Responsible for processing all policy documents, transactions, certificates, binders, proposals, summaries, claims, client/carrier correspondence and attaching in EPIC using the HUB Standard Naming Conventions.

Maintain complete detailed notes of all clients/carrier conversations, annual and bi-annual reviews, contacts, changes etc., and keeping updated in EPIC.

Maintaining and updating of client information in EPIC, including setting up new clients on the EPIC system.

Maintain and update activities in EPIC for all open client/company transactions including reminders for yourself and the Producer using who/owner in EPIC as necessary.

Update and maintain template documents in EPIC such as renewal letters, claims, binders, proposals, and related word processing including updating all schedules including automobile schedules, appraisals, evaluations and appraisals as needed, etc.

Prepare and send out documents such as Confirmation of Insurance to loss payees upon request

Process and request endorsements/corrections directly from Insurance Companies and set activity for follow up.

Assist new and existing clients in producer’s absence: respond to all incoming client calls, handle and process all requests, obtain information from walk-in and phone-in clients in producer’s absence.

Assist Producers with follow-up on accounts receivable.

Familiarize with company web sites and portals including the HUB PL Share Point Site.

Report and follow up claims; Producers to be updated on all incoming claims; ensure all coverage questions are addressed to senior producers and/or adjusters. Add, update and maintain claims status in EPIC.

Act as a back-up Auto Team Member during low seasons.

Enrollment in insurance related courses when necessary and when available.

Attend and participate in company meetings.

Assist in training when required.

Qualifications:
Exceptional customer service skills

Excellent written and verbal communication, detail orientated

Ability to work in a busy, fast paced team environment

Weekend and Evening availability, depending on the needs of the branch

High school education or equivalent

Level 1 Insurance License is required with a minimum of 3 months experience

Willingness to obtain a Level 2 Insurance License or already working towards it

Why Join HUB?

An exceptional and welcoming company culture

Excellent compensation, benefits, RRSP match, referral incentives, and company perks

Paid educational training and vast learning opportunities

Room for advancement and growth within the organization

Paid half a day off for volunteering in your community- HUB is a company that gives back and is active in our communities

Paid day off for your birthday – we want to celebrate you!

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:
Entrepreneurship: We encourage innovation and educated risk-taking.

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 customers, communities and colleagues.

The employment offer is contingent upon completion of a successful background check.

HUB is a company where your contributions will make a difference. We invite you to learn more about our team at www.hubinternational.com.

#LI-POST

Department Sales

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you’re at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.