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 robust 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 DoExecuting insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standardsMaintaining an effective abeyance system aligned with established service standardsSetting up clients and prospects in the brokerage management system Epic and Certificate ExchangeLoading Policy and Underwriting Information into EpicUpdating 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 differencesMaintaining and updating the Summary of Insurance (update as policy changes occur and at renewal)Answering client queries, communicating with insurance companiesAssisting clients with Certificate ExchangeUpdating claims history on summariesProviding support where required and performing all other duties as assignedWhat You’ll Need for SuccessPost-Secondary education or commensurate work experience.RIBO Licensed or in progress1-2 years of insurance account experienceProficient in Microsoft Office: Word, Excel, and OutlookExperience on Epic broker management system desiredStrong organizational, time and client management skillsEffective communication skills:



verbal and writtenStrong team playerProactive and customer focused approachStrong initiative and follow up skillsElevate Your Career with HUB InternationalChoosing 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 PriorityWork-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 professional 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 EthosAt HUB International, service defines who we’re proud to support. 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 levels.Comprehensive Benefit and Total Compensation Packagesextended health benefitsdisability insuranceRRSP matchingpaid-time-off benefitseligible bonusescommissionsAI and Automation NoticeHUB International uses limited AI and automation tools within our recruitment systems to enable efficiency.Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: NegligibleIf 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 contactinformation to inquire about the status of applications.Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.Com.#J-18808-Ljbffr

📌 Client-Focused Account Assistant Role (Winnipeg)
🏢 Billyard Insurance Group
📍 Winnipeg