About The Role

We’re looking for an experienced Account Assistant to support the account management workflow. This role is ideal for a candidate with strong administrative support experience and proficiency in the EPIC broker management system. This position involves working on a book of business within a supportive team and management environment where knowledge is shared and development is encouraged.

What You’ll Do Executing insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards

Maintaining an effective abeyance system aligned with established service standards

Setting up clients and prospects in the brokerage management system Epic and Certificate Exchange

Loading Policy and Underwriting Information into Epic

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

Maintaining and updating the Summary of Insurance (update as policy changes occur and at renewal)

Answering client queries, communicating with insurance companies

Assisting clients with Certificate Exchange

Updating claims history on summaries

Providing support where required and performing all other duties as assigned

What You’ll Need for Success Post-Secondary education or commensurate work experience.

RIBO Licensed or in progress

1-2 years of insurance account experience

Proficient in Microsoft Office: Word, Excel, and Outlook

Experience on Epic broker management system desired

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

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. 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. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.

Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.

Industry Support: Benefit from reimbursements for skilled licensing and membership fees, reflecting our investment in your expertise.

Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

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.

The expected salary range for this position is $34,000-$40,000 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.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

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