Job Description
Join HUB as a Commercial Insurance Associate in Edson and support Account Executives in preparing client information and managing policy updates effectively. This full-time role interacts directly with clients and enhances your insurance expertise.
As a Commercial Insurance Associate, you will work closely with the Account Executive and Commercial Account Advisor to gather renewal data, track policies, and prepare presentations for clients. Your role will involve ensuring timely invoicing and payment processes while also participating in meetings about new or renewal business.
Key Responsibilities:
• Assist in assembling client information for policies
• Track expiry lists and manage renewals efficiently
• Prepare presentations for insurance quotes and marketing
• Follow up on account receivables for prompt invoicing
• Attend meetings with account executives for business updates
Requirements:
• Level 1 license, CAIB 1 & 2 preferred
• Minimum 1 year of expe...
As a Commercial Insurance Associate, you will work closely with the Account Executive and Commercial Account Advisor to gather renewal data, track policies, and prepare presentations for clients. Your role will involve ensuring timely invoicing and payment processes while also participating in meetings about new or renewal business.
Key Responsibilities:
• Assist in assembling client information for policies
• Track expiry lists and manage renewals efficiently
• Prepare presentations for insurance quotes and marketing
• Follow up on account receivables for prompt invoicing
• Attend meetings with account executives for business updates
Requirements:
• Level 1 license, CAIB 1 & 2 preferred
• Minimum 1 year of expe...