Full-Time

Private Client Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Consulting
Consumer Software
Enterprise Software
AI & Machine Learning

Mid

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

  • HUB's acquisitions expand its market reach and capabilities in the insurance sector.
  • The trend of embedded insurance aligns with HUB's strategy, boosting partnerships with financial institutions.
  • Digital transformation in insurance drives demand for HUB's omnichannel platform, VIU.

What critics are saying

  • Integration challenges from recent acquisitions may lead to operational inefficiencies for HUB.
  • Rising interest rates could impact HUB's borrowing costs, slowing expansion plans.

What makes HUB unique

  • HUB's acquisition of Insuritas enhances its embedded insurance offerings for financial institutions.
  • VIU by HUB provides an omnichannel platform for seamless customer experiences in insurance.
  • HUB's focus on affluent clients offers tailored risk management solutions amid rising premiums.

Help us improve and share your feedback! Did you find this helpful?