Full-Time

Private Client Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Mid, Senior

Grande Prairie, AB, Canada + 2 more

More locations: Calgary, AB, Canada | Edmonton, AB, Canada

Full-Time career working out of one of our Alberta branch locations.

Category
Customer Success Management
Sales & Account Management
Requirements
  • 2-5 years of experience in related position
  • Level 1 General Insurance License Required
  • In depth understanding of the Private Client marketplace
  • Ability to manage multiple responsibilities in a deadline driven environment
  • Proven ability to work independently and collaboratively with a team
  • Excellent written and verbal communication skills
  • Proficiency with Microsoft Office Suite
  • EPIC experience preferred
Responsibilities
  • Manage a book of insurance business, including personal lines accounts for affluent clients
  • Act with a degree of independent discretion, autonomy, and decision-making
  • Work closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal
  • Adhere to HUB’s best practices and standard procedures

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Embedded insurance solutions create new partnership opportunities with financial institutions.
  • Digital transformation drives growth and efficiency in Hub's operations.
  • Data analytics and AI improve underwriting and claims processing efficiency.

What critics are saying

  • Rapid acquisitions may lead to integration challenges and cultural clashes.
  • Rising premiums may push affluent clients to alternative insurance solutions.
  • Increased competition could lead to market saturation and reduced profitability.

What makes HUB unique

  • Hub's acquisition strategy strengthens its market position in diverse regions.
  • VIU by HUB enhances digital insurance offerings for financial institutions.
  • Hub's focus on personalized insurance products meets evolving customer needs.

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