Insurance Advisor, Complex Risk

Manage and service a portfolio of large commercial insurance accounts

Build and maintain strong, professional relationships with both clients and insurance markets

Demonstrates strong technical insurance knowledge of coverage, with an ability to provide clients with expert guidance on complex commercial insurance coverage and respond to sophisticated coverage inquiries.

Delivers exceptional customer experience to internal and external customers. Liaises with Client, Account Executive/Account Manager and Markets

Follows Hub Service Guidelines

Demonstrates commitment to teamwork and collaboration by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts including support of marketing/broking efforts

Acts as primary Customer Service Contact in absence of Account Executive or Account Manager

Responds to customer requests directly (or indirectly from Account Executive or Account Manager), submitting information to appropriate insurance companies and binding coverage where appropriate

Participates in formal account reviews and Critical Path meetings; working diligently to provide value-added services for clients and follow up on action items required by Producer, Marketer or Servicer

Collect data from the client, create an expert submission in EPIC and a rate sheet to be presented, identify coverage gaps, negotiate suitable rates and coverages with company underwriters, present Account Executives/Account Managers with best programs, and bind coverage.

Prepares proposals, customer correspondence, certificates, and invoices

Prepares cover notes on accounts marketed

Processes all documentation according to Hub workflows Certificates of Insurance Cover notes Summaries and Proposals New Business, Renewals and Endorsements Premium Finance contracts Invoicing

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 instructions to marketing team and related information

client instruction and bind orders

instructions to marketing team and related information

Assists Account Executive/Account Manager with managing and collecting Account Receivables

Reviews and manages Account Reconciliation working with Accounting Team

Coaches and mentors new team members

Reviews and prioritizes all assigned tasks daily 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

Continues professional development to enhance skills and abilities

Participates in training to obtain CE credits to maintain License

Obtain License in other provinces or territories as required to service clients

Protects HUB from E&O

Other duties and responsibilities as assigned

We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive sales training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond!

What We Offer

Competitive compensation

Company matching RRSP contributions

Tuition financing and career-related training and development

Customizable flexible benefits options for you and your family

Mental and physical wellness initiatives

A positive, collaborative and team-oriented environment

Ongoing personal and career development

The expected salary range for this position is $60,000 to $90,000 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.

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

If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us or apply now. To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page !

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.