Job title: Account Associate – Employee Benefits & Retirement

Company: Hub International

Job description: Hi, we’re HUB.

We are the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker. We provide a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products, and services.

Becoming a part of HUB means that you thrive in an entrepreneurial and fast-paced team environment supported by over 17,000 professionals in 500 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people.

About The Role

HUB continues to grow and is seeking a dynamic Account Associate to join our Employee Benefits and Retirement team in Windsor. In this role, you will partner with assigned Account Managers and Consultants to service and retain an existing book of business by providing timely administrative support. This is an ideal role for a strong team player who possesses superior time-management, organizational, and follow-up skills.

What You’ll Do

• Review, process, and prepare client reports for new business, renewals, updates, and marketing in accordance with applicable reporting schedules and reporting templates
• Maintain and update client files, including recording and completing activities in our broker management system
• Troubleshoot client inquiries, assist claim inquiries, and provide support to client’s benefits plans
• Assemble benefit proposals for prospect meetings
• Conduct benefits comparisons and generate reports, assisting both account managers and consultants in reporting deliverables
• Gather employee data and assist with the preparation of marketing documents and cover letters
• Read and analyze incoming memos, submissions, and reports to determine significance and distribute them as appropriate
• File and retrieve corporate documents, records, and reports efficiently for all team members
• Manage incoming and outgoing correspondence, including mail, couriers, faxes, and email in a timely manner
• Support team with any required client scheduling and/or meeting support
• Coordinate with insurance carriers as required

What You’ll Need for Success

• Minimum 2 years of administrative support experience
• Strong organizational, time, and client management skills
• Proactive and customer-focused approach
• Strong initiative and follow-up skills
• Professional communication (verbal/written) and strong interpersonal skills.
• Self-starter and strong team player able to work within Production and Service teams
• Advanced Proficiency in Microsoft Office: Word, Excel, and Outlook
• Ability to learn and understand new systems quickly; EPIC fluency is an asset

Why Choose HUB?

When you choose HUB, you’re choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.

We’re committed to you and your well-being with a variety of benefits such as:

• Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)
• A flexible hybrid environment and paid time off that allows for a work/life balance
• Lavish and flexible benefits options that cater to your individual needs with a company RRSP match
• A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement
• Reimbursement of license fees and professional membership dues
• Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance

Service is one of our founding values – not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.

HUB is strongly committed to diversity, equity, and inclusion in the workplace. We strive to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users. Assistance and/or accommodation are available by request for candidates taking part in the selection process.

#LI-hybrid

#LI-AW

Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

Expected salary:

Location: Windsor, ON

Job date: Thu, 06 Jul 2023 22:55:59 GMT