Personal Insurance Manager, Private Client Group

4 months ago

Toronto, Canada HUB International Full time

About The Role

HUB continues to grow and is seeking a dynamic Leader to join our Personal Insurance team based in Toronto, Ontario, to help lead a practice in providing expert personal insurance portfolio management and service excellence to Private Client Group (PCG) High Net Worth clients. We are looking for a strong, detailed oriented individual to develop workflow strategies, retention and improving the customer experience. This is a great leadership opportunity

What You’ll Do

The objective is to mentor and coach our support team within our Private Client Group, improving our operational effectiveness while supporting a sales culture and customer retention. This position reports to the Vice President, Private Client Group and is responsible for, but not limited to:
Talent Management including hiring, resource management, role clarity, performance development and management planning

Coaching and mentoring our support team in Private Client including developing stretch performance plans for succession planning and employee retention

Review management reporting and team production and provide solutions in areas of opportunity.

Coach the team to ensure that all high net worth clients insurance needs are achieved supported with a boutique service model

Ensure our support team is trained and follows our HUB way workflows to effectively support account and portfolio managers as well as our clients

Represent HUB Ontario at industry & client events

Increase overall effectiveness of best practices within the PCG department

Acting as a strong HUB Private Client Management ambassador at relevant events, some may occur during the evenings and occasionally weekends

Help conduct effective PCG Team meetings and providing updates on goals and targets and any new initiatives

Collaborates closely with leadership colleagues and other parts of HUB to support cross-sell initiatives

Works very closely with the VP & SVP on strategy, workforce planning and participates in various leadership initiatives as required

What You’ll Need for Success

University Degree or College Degree in Business or equivalent work experience

Previous experience in people leadership with a focus on creating a strong team culture

Prior experience with High Net Worth clients in financial servicers and/or insurance

Strong working knowledge of personal insurance products for High Net Worth clients

Strong consultative and client focused approach

Team player and ability to collaborate with the Personal Insurance Leadership Team and insurance company partners

Strong business acumen

Positive track record of effective client management

Strong communication and presentation skills

RIBO Licensed preferred

EPIC experience and knowledge preferred

Must have a valid Ontario Driver’s License for client visits and meetings

Why Choose HUB?

We’re committed to you and your well-being with a variety of benefits such as:
Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)

A flexible hybrid environment and paid time off that allows for a work/life balance

Lavish and flexible benefits options that cater to your individual needs with a company RRSP match

A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement

Reimbursement of license fees and professional membership dues

Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance

Service is one of our founding values - not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.

\#LI-hybrid

\#LI-AW

Department Account Management & Service

**Required Experience**: 2-5 years of relevant experience

**Required Travel**: No Travel Required

**Required Education**: Diploma

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

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