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

You match the following HUB's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
Desired Qualifications
  • Experience with EPIC broker management system an asset

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Hub's expansion in New Mexico boosts its regional presence and service capabilities.
  • Acquisitions like Woods Insurance enhance Hub's employee benefits and specialty practices.
  • The growing demand for cyber insurance presents new opportunities for Hub's growth.

What critics are saying

  • Rapid acquisitions may lead to integration challenges and operational inefficiencies.
  • Competition from private equity-backed brokers like Alkeme could result in talent drain.
  • Sector-specific risks in construction and oil & gas may impact Hub's financial stability.

What makes HUB unique

  • Hub International's strategic acquisitions enhance its commercial and personal insurance offerings.
  • The company focuses on expanding into niche markets like construction and oil & gas.
  • Hub leverages regional expertise through acquisitions to strengthen its market position.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Paid Vacation

Flexible Work Hours

Professional Development Budget

Conference Attendance Budget

Unlimited Paid Time Off

Mental Health Support

Wellness Program

Phone/Internet Stipend

Home Office Stipend