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.
- File and Data Management: Enter and update client and policy data in the broker management system (Applied EPIC or similar).
- File and Data Management: Prepare fil...