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HUB International

Global insurance brokerage and risk management

Account Manager - Proex, Executive Risks

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeVancouver, BC, CanadaHybrid

About the Job

Requirements

  • At least 5 years of commercial insurance experience.
  • A Level 2 General Insurance License.
  • Working knowledge of Directors' & Officers' Liability, Employment Practices Liability, and/or Fiduciary Liability, with a desire to deepen technical expertise across Executive Risk lines.
  • Proven experience in account management and, ideally, new business development.
  • Strong written and verbal communication skills, including comfort presenting to clients and engaging with senior underwriters.
  • High attention to detail, particularly in policy wording review, coverage gap identification, and proposal accuracy.
  • Ability to work independently and collaboratively.
  • Commitment to client service and accountability.

Responsibilities

  • Manage and service an existing book of business focused on Directors' & Officers' Liability, Employment Practices Liability, Fiduciary Liability, and related Executive Risk lines.
  • Deliver client service across all accounts.
  • Lead marketing and placement of Executive Risk accounts; work with specialty underwriters to structure and bind coverage.
  • Communicate proactively with clients and provide advice tailored to their risk profiles and business contexts.
  • Stay current on Executive Risk market developments, coverage innovations, and carrier appetite changes.
  • Anticipate client needs, identify coverage gaps, and recommend appropriate solutions.
  • Pursue new business opportunities within Executive Risk.
  • Attend and participate in industry events, carrier forums, and company meetings, and build a professional network.
  • Conduct prospect market research and stay current on business issues relevant to Directors' & Officers' Liability, Employment Practices Liability, and Errors & Omissions.
  • Follow up on leads and convert prospects within the ProEx practice.
  • Generate new business revenue by presenting and placing Executive Risk coverage solutions.
  • Identify cross-sell and upsell opportunities across ProEx practice verticals.
  • Meet or exceed monthly budgeted targets.
  • Continue professional development to enhance technical skills and Executive Risk market knowledge.
  • Collaborate with the ProEx team to service Executive Risk accounts.
  • Participate in the Critical Path renewal process where applicable.
  • Attend client meetings and calls; prepare for and contribute to Directors' & Officers' Liability and Executive Liability renewal discussions.
  • Collect client data, develop submissions, identify coverage gaps, present coverage solutions, negotiate rates and terms with underwriters, present proposals, and bind coverage.
  • Prepare proposals, coverage summaries, cover notes, endorsement instructions, and client correspondence to specialty-practice standards.
  • Process Certificates of Insurance, cover notes, summaries and proposals, new business, renewals, endorsements, premium finance contracts, and invoicing according to HUB workflows.
  • Attach documentation accurately and promptly in EPIC.
  • Manage and collect accounts receivable.
  • Update CORE and the lost business tracker for reporting.
  • Maintain accurate electronic and physical files in EPIC, Policy Works, and Certificate Exchange according to agency standards.
  • Advise clients on applicable tax and licensing implications and direct them to professional accounting or legal advice when appropriate.
  • Oversee new business and renewal processes and take responsibility for protecting HUB from Errors & Omissions exposure on assigned accounts.
  • Work with the claims team and clients to facilitate effective claim resolution.
  • Perform other assigned duties.

Desired Qualifications

  • Prior experience in financial lines or Executive Risk is strongly preferred.
  • A recognized industry designation such as CAIB, CIP, CRM, or BCIT Risk Management is preferred.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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