Associate Insurance Advisor, Real Estate Practice

Job summary

The Associate Insurance Advisor provides exceptional customer service by supporting production teams and managing account documentation. They act as the primary contact for clients, process transactions, and ensure the accuracy of policy documentation and electronic files.

Job details

Who We Are We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion. What We’re Looking For Are you looking to further develop your career in commercial insurance? Our Real Estate Practice Team is expanding! If you’re a self-motivated, detail-oriented individual seeking growth opportunities and a team-oriented culture – YOU can be our next Insurance Advisor in our Real Estate Practice, Commercial Division. This position will be based out of our Burnaby Still Creek Head Office but will be focused on servicing our Kelowna clientele. Requirements Level 2 General Insurance License. 2-5 years of insurance experience. Demonstrates excellent customer service skills; collaborates well working as part of a team. Thrives in a fast-paced environment. Strong attention to detail and accuracy. Strong business acumen and organizational skills. Intermediate MS Office knowledge, with focus on Excel and Word. A Day in the Life Provides exceptional customer experience working with Production teams. Demonstrates good technical insurance knowledge. Adheres to HUB Service Guidelines. Demonstrates commitment to teamwork by supporting Account Executive/Account Manager (Producer) and Marketer with all aspects of servicing accounts. Responds to customer requests acting within license authority. Acts as primary customer service contact in the absence of Producer. Attends Critical Path meetings and completes any action items assigned within specified timeframe. Processes all documentation and transactions according to HUB workflows. Promptly reviews and manages account reconciliation working with Accounting, Producer and Client. Reviews and prioritizes all assigned tasks daily including mail, emails, abeyances, activities. Provides Accounts Receivable support to Producer for payment reminder letters as requested. Maintains accuracy of electronic files. Reviews and ensures accuracy of policy documentation from insurers. Continues professional development to enhance skills and technical knowledge. Other duties and responsibilities as assigned. Where This Can Take You We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond! What We Offer Competitive compensation Company matching RRSP contributions Tuition financing and career-related training and development Customizable flexible benefits options for you and your family Mental and physical wellness initiatives A positive, collaborative and team-oriented environment Ongoing personal and career development If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us/apply now. The expected salary range for this position is $55,000 to $60,000 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. Our Culture Starts with You We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business We want you to be INNOVATIVE and open to sharing your ideas You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues. You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER You work with a high degree of INTEGRITY and ACCOUNTABILITY To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page! Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required 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.

What you’ll do

The Associate Insurance Advisor provides exceptional customer service by supporting production teams and managing account documentation. They act as the primary contact for clients, process transactions, and ensure the accuracy of policy documentation and electronic files.

Requirements

Candidates must hold a Level 2 General Insurance License and possess 2-5 years of relevant insurance experience. Strong organizational skills, attention to detail, and intermediate proficiency in MS Office are required for this role.

Benefits

• Extended health benefits • Disability insurance • RRSP matching • Paid time off • Tuition financing • Career-related training • Mental and physical wellness initiatives • Flexible benefits options

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Communication · Preferred
• Microsoft Word · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Customer service
• Teamwork
• Business acumen
• Organizational skills
• Microsoft Excel
• Microsoft Word
• Account reconciliation
• Technical insurance knowledge
• Attention to detail
• Communication
• Problem solving
• Account Reconciliation
• Insurance Industry
• Accountability
• Workflow Management
• Organizational Skills
• Time Off Management
• Self-Motivation
• Account Management
• Accounts Receivable
• Accounting
• Benefits Administration
• Business Acumen
• Customer Service
• Training And Development
• General Insurance
• Innovation
• Mentorship
• Real Estate
• Coaching
• Team Oriented
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Administrative
• Real Estate Advisor
• Real Estate Agent
• Real Estate Agents and Property Managers
• Real Estate Sales Agents