Account Associate
at HUB International
Markham, ON, Canada -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 30 Dec, 2024 | Not Specified | 02 Oct, 2024 | 1 year(s) or above | Excel,Microsoft Office,Management System,Secondary Education,Outlook,Management Skills,Communication Skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
QUALIFICATIONS AND EXPERTISE THAT PAVE THE WAY FOR SUCCESS
- Post-Secondary education or commensurate work experience.
- RIBO Licensed or willing to obtain within 3 months of employment
- 1-2 years of admin experience, preferably in the financial services industry (Insurance, Banking, etc.)
- Proficient in Microsoft Office: Word, Excel, and Outlook
- Experience on Epic broker management system desired
- Strong organizational, time and client management skills
- Effective communication skills: verbal and written
- Strong team player
- Proactive and customer focused approach
- Strong initiative and follow up skills
Responsibilities:
ABOUT THE ROLE
We’re looking for an experienced Account Associate to support the account management workflow. This role is ideal for a candidate with strong administrative support experience and proficiency in EPIC broker management system.
This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!
WHAT YOU’LL DO
- Executing insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
- Maintaining an effective abeyance system aligned with established service standards
- Setting up clients and prospects into brokerage management system Epic and Certificate Exchange
- Loading Policy and Underwriting Information into Epic
- Updating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
- Maintaining and updating the Summary of Insurance (update as policy changes occur and at renewal)
- Answering client queries, communicating with insurance companies
- Assisting clients with Certificate Exchange
- Updating claims history on summaries
- Providing support where required and performing all other duties as assigned
REQUIREMENT SUMMARY
Min:1.0Max:2.0 year(s)
Insurance
Banking / Insurance
Sales, Insurance
Diploma
Proficient
1
Markham, ON, Canada
