Personal Lines Account Assistant, PCG

at  HUB International

QUALIFICATIONS AND EXPERTISE THAT PAVE THE WAY FOR SUCCESS

• High School Diploma
• Minimum One (1) year of customer service experience
• Previous insurance experience or RIBO license an asset
• A team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment
• Working knowledge of Applied Epic Business management system an Asset
• Working knowledge of Microsoft Office products in MS Office specifically Outlook, Word, and Excel
• Strong interpersonal and communication skills: written and verbal
• Ability to work independently and in a team
• Effective organizational skills and time management

ABOUT THE ROLE

Positioned at the heart of Toronto, our expanding team seeks a Personal Insurance Private Client Group - Account Assistant who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it’s an invitation to influence and drive customer excellence.
Forge meaningful connections, delve into the intricacies of premium insurance policies, and let your personality shine. It’s time to craft your imprint on HUB’s Private Client Insurance canvas.

WHAT YOU’LL DO

• New Business Processing on Carrier Partner Portals
• Maintaining follow-up on activities in BMS
• Prepare all letters and appropriate documents that relate to the above, as well as mail documents
• Review and quality check documentation as it relates to above
• Assemble and create application packages for new business on behalf of Sharp producers
• Reception back up when scheduled
• Renewal, reissue, endorsements, cancellations, reinstatements, and New business reconciliation
• Monthly Data clean up and Weekly Expiry reports, eDoc check and Pastdue Reports, renewal releases and boat policies
• Maintain Shared inbox for Digital products, new business applications and manual invoicing carriers
• Work with finance department and personal lines dept. to review and correct commission differences
• Assist with monthly or weekly audits to confirm transactions processed correctly
• Other duties may be required