(FKH675) | Insurance Advisor

(FKH675) | Insurance Advisor

30 Jan
|
HUB International
|
Burnaby

30 Jan

HUB International

Burnaby

Who We Are
We are
BC's largest Insurance Broker
and looking for individuals to grow with us! A career at HUB means your career opportunities are endless.

From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you.

Our culture is renowned within the industry, and we value our people.

Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.

What We're Looking For
Our Commercial Insurance Division is seeking a detail-oriented
Insurance Advisor




! Join us with your administrative experience and make a positive impact on the team with your fresh ideas and unique perspective in this Full Time, Permanent role.

Our Burnaby location is our head office and is centrally located in the Willingdon Business Park.

This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

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
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.

Department Business Operations
Required Experience: Required Travel: Required Education:

The original job offer can be found in Kit Job:
https://www.kitjob.ca/job/90486249/fkh675-insurance-advisor-burnaby/?utm_source=html

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