Maintain organized digital and physical files in accordance with HUB compliance and file retention standards.
Enter and update client and policy data in the broker management system (Applied EPIC or similar).
Prepare files for archival or audit as needed.
Support the issuance and processing of submissions, binders, policies, and endorsements.
Ensure timely management of account abeyances, expiry dates, and renewal documentation.
Conduct policy reviews for accuracy, completeness, and compliance.
Coordinate with carriers and underwriters for quotes and policy terms.
Accurately calculate provincial taxes and prepare premium finance quotes.
Conduct detailed policy proofing and fact-checking.
Manage account receivables and track invoicing.
Oversee abeyances, expiry dates, and ensure timely issuance of submissions, binders, summaries, and policies.
Handle third-party requests for policy information and certificates.
Run reports and support operational tasks such as expiration tracking and producer reporting.
Conduct internet-based research related to client needs, market changes, or risk trends.

Valid RIBO license Required
1–2 years of experience in personal lines insurance.
Knowledge of property and casualty insurance, preferably within high-net-worth personal lines.
Proficiency in Microsoft Office (Word, Excel including pivot tables, Outlook, PowerPoint).
Experience with Applied EPIC or similar broker management systems.
Strong organizational skills with a keen attention to detail and ability to manage competing priorities.
Self-starter with excellent time management and the ability to work independently and as part of a team.
Client-centric approach with strong communication and interpersonal skills.
Experience in market negotiations or underwriting liaison is considered an asset.

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.
We even offer tuition reimbursement opportunities.
Rest easy with reimbursements for professional license fees and membership dues.
Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.

Personal Lines Account Associate, Private Client Group

Key skills