File Management Assistant Jobs in Toronto, ON (NOW HIRING)

About The Role

We're looking for a strong Commercial Account Associate, Complex Risks, to support our Property & Casualty (P&C) Commercial Lines Insurance accounts in Toronto. This role involves working closely with the Vice President, Complex Risks Unit, and requires someone who is responsive, has strong time management skills, and has good knowledge of property and casualty. This is an ideal role for someone with strong technical and systems experience

What You'll Do

File and Data Management:

• Set up and maintain both digital and physical client files.
• Ensure compliance with HUB standards in file management, including preparing files for storage.
  

Client Communication and Support:

• Communicate effectively with clients, responding promptly to inquiries and requests.
• Prepare client renewal packages, including certificates and summaries.
• Participate in client meetings, ensuring thorough preparation and engagement.

Policy and Account Management:

• Accurately calculate provincial taxes and prepare premium finance quotes.
• Conduct detailed policy proofing and fact-checking.
• Manage accounts receivable and track invoicing.
• Oversee abeyances, expiry dates, and ensure timely issuance of submissions, binders, summaries, and policies.

Administrative and Operational Support:

• Respond to third-party information requests.
• Manage data entry in a computerized database.
• Maintain effective abeyance systems and manage expiration and producer reports.
• Conduct internet research as needed.

Insurance-Specific Tasks:

• Forward submissions to underwriters and follow up for responses.
• Engage in market negotiations for commercial policies.
• Utilize and negotiate finance plans.

Financial Management:

• Aim to minimize Days Sales Outstanding (DSO) to meet HUB standards.
• Assist in collections and financial transactions in line with HUB standards.

What You'll Need for Success

• Valid RIBO license required
• Typically, 2-3 years of commercial insurance experience
• Experience in market negotiations on commercial policies is an asset
• Strong aptitude to learn new risks along with a desire to keep up to date with emerging trends
• Results-oriented and passionate, with a strong sense of accountability and client management skills
• Detail-oriented with strong organization and prioritization skills
• A Solid team player who also possesses independence of thought
• Proactive client-focused approach with effective negotiation and follow-up skills
• Proficient in Microsoft Office: Word, Excel (formulas and pivot tables), PowerPoint and Outlook
• Experience with Applied EPIC or similar insurance broker management systems
  

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here's what you can look forward to as part of the HUB Team:

• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
• Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
• Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we're proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know-we're here to support you. At HUB, building an inclusive workplace isn't just part of what we do-it's at the heart of who we are.

The expected salary range for this position is$55,000 to $67,000 and will be impacted by factors such as the successful candidate's skills, experience andworking location, as well as the specific position's business line, scope and level. HUBInternational is proud to offer comprehensive benefit and total compensation packages whichcould include extended health benefits, disability insurance, RRSP matching,paid-time-off benefits, and eligible bonuses, and commissions for some positions.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates - all decisions are made through human review.

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: Negligible

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 teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.