Personal Insurance Account Manager

HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines.  This role will require a flexible individual to adapt to the growth of the business and reports directly into the Manager, Personal Insurance.

What You’ll Do

• Manage all aspects of an existing book of business
• Handle incoming/outgoing client query calls efficiently as well as priority mail (non-renewals/registered letters)
• Ensure new business and retention targets are met, including by means of re-marketing
• Act on cross-sell opportunities and obtain referrals where possible
• Upsell existing clients. Place outgoing touch base calls on a regular basis
• Conduct pro-active mid-renewal calls to all customers within the portfolio to review information and provide advice accordingly
• Prompt response to all customer inquiries by providing effective and efficient customer service to verbal and written inquiries.
• Resolving client concerns and complaints while ensuring that service excellence standards are met
• Input and update customer data and document on all customer interactions
• Maintain acceptable accounts receivable and underwriting knowledge of each market while utilizing portals for policy changes/inquiries
• Assist in training junior team members where required
• Rate and quote new and renewal personal lines risks
• Keep up to date of industry best practices and company procedures including participating in training and education seminars for further knowledge

What You’ll Need for Success

• High School Diploma or equivalent experience
• Minimum 2 - 3 years’ experience in the insurance industry, preferably within Personal Lines  
• RIBO license required
• Team player with the ability to work within production and service teams
• Strong interpersonal and communication skills both written and verbal
• Ability to work independently with exceptional interpersonal skills
• Effective organizational and time management skills
• Proficiency with Microsoft Office Products (Word and Excel)
• Experience with EPIC broker management system an asset

Why Choose HUB?

When you choose HUB, you’re choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.

We’re committed to you and your well-being with a variety of benefits such as:

• Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)
• A flexible hybrid environment and paid time off that allows for a work/life balance
• Lavish and flexible benefits options that cater to your individual needs with a company RRSP match
• A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement
• Reimbursement of license fees and professional membership dues
• Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance

Service is one of our founding values – not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.

HUB is strongly committed to diversity, equity, and inclusion in the workplace. We strive to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users. Assistance and/or accommodation are available by request for candidates taking part in the selection process.

#LI-hybrid

#LI-AW