Insurance Advisor, Real Estate Practice

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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 $63,000 to $70,000 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.

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.