- Manage a book of business by servicing all aspects of your client's personal insurance policies in a timely manner
- Act as a front-line underwriter by assessing risk and ensuring appropriate coverages have been provided to clients.
- Ensure new business and retention targets are met, by way of re-marketing, cross-selling, and up-selling; ensure the client is made aware of other insurance and financial products available
- Complete assigned tasks and requests before submission to underwriting and carrier partners
- Resolve client concerns and issues in a professional manner
- Researching and analyzing client coverage trends and identifying areas of risk and opportunities along with solutions.
- Proactive account business planning and forecasting.
- Establishes networks and partnerships in the VIP space.
- Provides suggestions for continuous improvements in workflows and procedures for sales and service.
- Delivering superior client management.
- Bachelor's Degree or College Diploma or equivalent work experience
- Minimum 5 years of experience in Personal Lines Insurance required
- Experience in High Net Worth or VIP experience desired
- RIBO Licensed
- Proficient in MS Office (Word, Excel, PowerPoint and Outlook)
- Experience on Epic or equivalent insurance broker management system
- Strong established industry networks
- Strong organizational, time and client management skills
- Effective communication skills: verbal and written
- Strong team player and leadership coaching skills
- Proactive and customer focused approach
- Strong initiative and follow up skills
- Knowledge of diverse insurance policies and emerging insurance trends
- Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
- Balance your life with flexible work arrangements and generous time off.
- Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs.
- Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
- Rest easy with reimbursements for professional license fees and membership dues.
- Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
Personal Lines Account Manager, PCG - Oakville, Canada - Hub International
Description
HUB International's Private Client Group continues to grow and is currently looking for strong Personal Insurance Account Manager to support an assigned High Net Worth/VIP book of business in our Toronto office. This role is focused on delivering client excellence, growth and retention of a large book of business.
This role involves interaction with diverse stakeholders including customers, finance, and the Account Team. This is a great role for exposure to more unique and complex insurance lines policies and leadership exposure. Join an entrepreneurial team
WhatYou'llDo
WhatYou'llNeed for Success
Why Choose HUB?
What'sin it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
Required Education: College diploma (3-year degree)
Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.