Personal Lines Account Manager

About The Role

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 Oakville office and reporting to the Manager, Personal Insurance. 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!

What You’ll Do

• Works in a team-based structure to retain and grow existing portfolios.
• Researching and analyzing client coverage trends and identifying areas of risk and opportunities along with solutions.
• Conduct coverage reviews with new prospects in order to drive new business
• Responsible for meeting established targets for new business and retention to support the overall growth targets of the business.
• Acts as escalation for any unresolved outstanding client premiums.
• Proactive account business planning and forecasting.
• Coaching and mentoring account associates as part of the day-to-day interactions with the team where appropriate.
• 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.

What You’ll Need for Success

• 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 is required
• 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

Why Choose HUB?

When you choose HUB, you're choosing the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker supported by over 19,000 professionals in 500 offices across North America. We provide 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/.

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:

• 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.

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.

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