Commercial Lines Account Assistant, Real Estate

About The Role

We’re seeking a Commercial Lines Account Assistant to support the busy account workflow for our Real Estate Practice. This is an ideal role for someone with strong attention to detail, team and client-oriented.

What You’ll Do

• Execution and maintenance of insurance certificates, auto liability slips, binders, statement of values, proposals, and processing of client documents (endorsements and policies)
• Updating rate/premium histories and premium comparisons; calculation of PST, invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
• Answering client queries, communicating with insurance companies
• Inputting data into a computerized database and setting up electronic client and prospect screens in the Epic broker management system
• Maintaining an effective abeyance system
• Print and distribute the renewal list to Account Manager and Account Associate at least 90 days before the renewal
• Aids where required and performs all other duties as assigned by Account Manager and Account Associate

Qualifications and Expertise That Pave the Way for Success

• 1-2 years of administrative support experience desired
• Knowledge or experience in the Real Estate industry as an asset
• Proficient in Microsoft Office: Word, Excel, and Outlook
• Strong aptitude to learn
• Experience with Epic or similar insurance broker management systems
• Strong organizational, time, and client management skills
• Effective communication skills: verbal and written
• Strong team player
• Proactive and customer-focused approach
• Strong initiative and follow-up skills

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.

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.