Commercial Account Associate
Company | HUB |
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Location | Winnipeg, MB, Canada, Edmonton, AB, Canada |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior |
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.