Job Description
**About The Role**
We are seeking a dedicated and detail-oriented **Account Associate** to join our **Private Client Group** in Toronto. Supporting a portfolio of high-net-worth personal lines insurance clients, this role requires exceptional organizational and client service skills, a strong understanding of personal property and casualty insurance, and the ability to work collaboratively in a fast-paced, client-focused environment. This is an ideal opportunity for someone with a technical mindset and systems proficiency, looking to deepen their experience in a prestigious and dynamic segment of personal insurance.
**What You’ll Do**
**File and Data Management:**
+ Maintain organized digital and physical files in accordance with HUB compliance and file retention standards.
+ Enter and update client and policy data in the broker management system (Applied EPIC or similar).
+ Prepare files for archival or audit as needed
**Client Co...
We are seeking a dedicated and detail-oriented **Account Associate** to join our **Private Client Group** in Toronto. Supporting a portfolio of high-net-worth personal lines insurance clients, this role requires exceptional organizational and client service skills, a strong understanding of personal property and casualty insurance, and the ability to work collaboratively in a fast-paced, client-focused environment. This is an ideal opportunity for someone with a technical mindset and systems proficiency, looking to deepen their experience in a prestigious and dynamic segment of personal insurance.
**What You’ll Do**
**File and Data Management:**
+ Maintain organized digital and physical files in accordance with HUB compliance and file retention standards.
+ Enter and update client and policy data in the broker management system (Applied EPIC or similar).
+ Prepare files for archival or audit as needed
**Client Co...