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Commercial Account Associate

May 16, 2025May 16, 2025

Commercial Account Associate

CompanyHUB
LocationWinnipeg, MB, Canada, Edmonton, AB, Canada
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior

Requirements

  • A minimum license level 1 is required; with Completion of CAIB 1 and 2 strongly preferred.
  • Current knowledge in all aspects of commercial property is required.
  • Proficient computer skills with Microsoft programs and Broker Management Software Systems are required.
  • Ability to multi-task and interact in a professional manner with clients and colleagues.
  • Good problem-solving skills and the ability to make the necessary decisions to move forward the work at hand.
  • Self-motivated with the ability to work independently under minimal daily direction.

Responsibilities

  • Interacting with Account Executive/Commercial Account Advisor to assist in assembling renewal information or for making changes to policies throughout the year as received from the Account Executive/Commercial Account Advisor.
  • Tracking expiry lists for the Account Executive/Commercial Account Advisor.
  • Preparing information to be submitted to the Marketers to obtain new quotes, assembling the information into a presentation format for the prospect/client.
  • Follows up on account receivable to ensure timely invoicing and payment of premium.
  • Attend meetings with the Account Executive Commercial Account Advisor, Commercial Multiline Account Executive on new or renewal business when required.

Preferred Qualifications

  • 1 year experience in commercial insurance is a definite asset.


TaggedCustomer SuccessFinance & Operations & StrategyHUBJuniorSales & Account Management

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