Full-Time

Personal Insurance Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Consulting
Consumer Software
Enterprise Software
AI & Machine Learning

Junior, Mid

Oakville, ON, Canada

Hybrid position requiring in-office presence.

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
Requirements
  • 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
Responsibilities
  • 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

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Embedded insurance is a growing market, aligning with HUB's strategic acquisitions.
  • Digital platforms like VIU enhance customer experience and streamline insurance processes.
  • Demand for personalized insurance products supports HUB's tailored solutions for affluent clients.

What critics are saying

  • Integration challenges from multiple acquisitions may disrupt HUB's operations and customer service.
  • Rising interest rates could impact HUB's borrowing costs and expansion plans.

What makes HUB unique

  • HUB's acquisition of Insuritas enhances its embedded insurance offerings for financial institutions.
  • VIU by HUB leverages a digital platform to expand customer reach and engagement.
  • HUB's focus on affluent clients offers tailored risk management strategies for complex needs.

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