Full-Time

Personal Insurance Account Manager-Retail

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

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 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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