A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

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 EPIC broker management system. This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development 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 into brokerage management system Epic and Certificate Exchange
- Loading Policy and Underwriting Information into Epic
- Updating rate/premium histories and premium comparisons; Invoicing, 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 Claims reporting and follow ups.
- 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 License will be an asset
- 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.

Your Advancement and Well-being: Our Priority

- 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, 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.

The expected salary range for this position is $42,000-$51,000 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.

Benefits and Total Compensation Packages

- extended health benefits
- disability insurance
- RRSP matching
- paid-time-off benefits
- eligible bonuses
- commissions

AI and Automation Notice: HUB International uses limited AI and automatio

📌 Commercial Lines Account Assistant, SME (Oakville)
🏢 HUB International
📍 Oakville