Insurance Advisor

Insurance Advisor

Requirements

• Level 2 General Insurance License
• 2-3 years of experience in the Commercial Division
• Excellent customer service skills
• Strong attention to detail and accuracy
• Intermediate proficiency in Microsoft Word, Excel, and Outlook
• Typing speed of at least 55 wpm

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
• Attaches all documentation into EPIC
• 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

Preferred Qualifications

• EPIC, Policy Works, CSR24 and Certificate Exchange experience an asset
• Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
• Accounting experience is an asset