About the Role We are seeking a dedicated and detail-oriented Account Associate to join our Private Client Group in Toronto. Supporting a portfolio of high-net-worth personal lines insurance clients, this role requires exceptional organizational and client service skills, a strong understanding of personal property and casualty insurance, and the ability to work collaboratively in a fast-paced, client-focused environment. This is an ideal opportunity for someone with a technical mindset and systems proficiency, looking to deepen their experience in a prestigious and dynamic segment of personal insurance. What You’ll Do File and Data Management: Maintain organized digital and physical files in accordance with HUB compliance and file retention standards. File and Data Management: Enter and update client and policy data in the broker management system (Applied EPIC or similar). File and Data Management: Prepare files for archival or audit as needed. Client Communication And Support: Support the issuance and processing of submissions, binders, policies, and endorsements. Client Communication And Support: Ensure timely management of account abeyances, expiry dates, and renewal documentation. Client Communication And Support: Conduct policy reviews for accuracy, completeness, and compliance. Client Communication And Support: Coordinate with carriers and underwriters for quotes and policy terms. Policy And Account Management: Accurately calculate provincial taxes and prepare premium finance quotes. Policy And Account Management: Conduct detailed policy proofing and fact-checking. Policy And Account Management: Manage account receivables and track invoicing. Policy And Account Management: Oversee abeyances, expiry dates, and ensure timely issuance of submissions, binders, summaries, and policies. Administrative And Operational Support: Handle third-party requests for policy information and certificates. Administrative And Operational Support: Run reports and support operational tasks such as expiration tracking and producer reporting. Administrative And Operational Support: Conduct internet-based research related to client needs, market changes, or risk trends. What You’ll Need For Success: Valid RIBO license Required What You’ll Need For Success: 1–2 years of experience in personal lines insurance. What You’ll Need For Success: Knowledge of property and casualty insurance, preferably within high-net-worth personal lines. What You’ll Need For Success: Proficiency in Microsoft Office (Word, Excel including pivot tables, Outlook, PowerPoint). What You’ll Need For Success: Experience with Applied EPIC or similar broker management systems. What You’ll Need For Success: Strong organizational skills with a keen attention to detail and ability to manage competing priorities. What You’ll Need For Success: Self-starter with excellent time management and the ability to work independently and as part of a team. What You’ll Need For Success: Client-centric approach with strong communication and interpersonal skills. What You’ll Need For Success: Experience in market negotiations or underwriting liaison is considered an asset. Elevate Your Career with HUB International Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. 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. What’s in it for you? Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings. Balance your life with flexible work arrangements and generous time off. Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs. Invest in your future with HUB-sponsored training and development programs, including tuition reimbursement opportunities. Reimbursements for professional license fees and membership dues. Perks including discounts on events, travel, accommodations, and personal home & auto insurance. Culture and Belonging: Our Commitment At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. 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. 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. When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact. Department: Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required This description is intended to describe the general responsibilities and qualifications for the role; management reserves the right to add, modify, or remove duties as needed. 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. 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