Personal Insurance Account Manager- Retail

7 months ago

Oakville, Canada HUB International Full time

About The Role

HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Oakville, Ontario office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines. This role will require a flexible individual to adapt to the growth of the business and reports directly into the Manager, Personal Insurance.

What You’ll Do

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

Qualifications and expertise that pave the way for Success

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

Elevate Your Career with HUB International

**Your Advancement and Well-being**: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB family:
Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.

Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.

Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.

Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.

Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.

Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.

**Diversity, Equity, and Inclusion**: Our Commitment

HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it’s the cornerstone of our culture.

**Service**: Our Ethos

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.

\#LI-hybrid

\#LI-AW

Department Account Management & Service

**Required Experience**: 1-2 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 t

  • Personal Insurance Account Manager- Retail

    4 months ago

    Oakville, Canada HUB International Full time

    **About The Role** HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Oakville, Ontario office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines. This role will...

  • Personal Insurance Account Manager- Retail

    7 months ago

    Oakville, Canada 019981 Hub International Ontario Limited Full time

    About The Role HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Oakville, Ontario office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines. This role will...

  • Bilingual Insurance Account Manager

    4 months ago

    Oakville, Canada Axis Insurance Managers Inc Full time

    **Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference -...

  • Personal Insurance Account Manager

    6 months ago

    Oakville, Canada HUB International Full time

    About The Role HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines. This role will require a flexible...

  • Personal Insurance Account Manager

    6 months ago

    Oakville, Canada HUB International Full time

    About The Role HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines. This role will require a flexible...

  • Account Manager, Personal Lines

    3 weeks ago

    Oakville, Canada HUB International Full time

    Personal Lines Account Manager - Retail - Bilingual (Korean)HUB continues to experience explosive growth and is seeking a dynamic client-focused Account Manager to join our Personal Insurance Team. This is an ideal role for someone who wants to build their insurance career and manage a book of business supported by a great leadership team and work culture....

  • Personal Insurance Account Manager

    7 months ago

    Oakville, Canada 019981 Hub International Ontario Limited Full time

    About The Role HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines. This role will require a flexible...

  • Account Administrator

    4 months ago

    Oakville, Canada Axis Insurance Managers Inc Full time

    **Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference -...

  • Insurance Account Manager, Personal Lines

    7 months ago

    Oakville, Canada HUB International Full time

    Hi, we’re HUB. We are the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker. We provide a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products, and services. Becoming a part of HUB means that you thrive in an entrepreneurial and...

  • Personal Insurance Account Manager

    7 months ago

    Oakville, Canada HUB International Full time

    Job Description About The Role In Oakville, we continue to grow and looking for experienced Personal Lines Account Manager (RIBO Licensed) with knowledge of the markets and company portals to service our Group Personal Home and Auto Insurance clients and bring in new business. If you have strong organizational skills, able to multitask and knowledgeable on...

  • Personal Insurance Account Assistant

    6 months ago

    Oakville, Canada HUB International Full time

    About The Role We’re seeking a dynamic Personal Insurance Account Assistant to join our Personal Lines team. This is an ideal role for a strong team player who is detail-oriented, enjoys working with people, and a committed to delivering results on required deadlines. This role will require a flexible individual to adapt to the growth of the...

  • Personal Insurance Account Assistant

    1 month ago

    Oakville, Canada HUB International Full time

    **About The Role** HUB continues to experience explosive growth and is seeking a dynamic client focused Account Assistant to join our Personal Insurance Team. This is an ideal role for someone who wants to build their insurance career, with a strong commitment to deliver results supported by a great leadership team and work culture. This role reports...

  • Personal Lines Account Manager, Retail

    2 weeks ago

    Oakville, Canada HUB International Full time

    **About The Role** HUB continues to experience explosive growth and is seeking a dynamic client focused Account Manager to join our Personal Insurance Team in our Oakville office. This is an ideal role for someone who wants to build their insurance career and manage a book of business supported by a great leadership team and work culture. This role reports...

  • Personal Lines Account Manager, Retail

    7 months ago

    Oakville, Canada HUB International Full time

    About The Role HUB International’s Personal Insurance department continues to grow, and we are currently looking for a strong, hands-on Account Manager. This is an ideal role for someone who brings a strong Personal Insurance Broker background, a customer-focused approach that supports growth and retention, and the ability to deliver excellent client...

  • Personal Lines Account Manager, Retail

    3 months ago

    Oakville, Canada HUB International Full time

    **Job Description**: **About The Role** HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Oakville, Ontario office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required...

  • Account Manager

    2 months ago

    Oakville, Canada Axis Insurance Managers Inc Full time

    Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference - to...

  • Commercial Lines Account Manager

    2 months ago

    Oakville, Canada Axis Insurance Managers Inc Full time

    The Broking Services & Account Administration team is responsible for the placement of all Axis Insurance Managers’ Commercial and Personal Lines business into the insurance Market and for the management of its current Commercial and Personal Lines accounts. The Account Manager works closely with Account Executives, the Team Lead, and other Practice Group...

  • Insurance Career Advancement: Personal Lines Account Manager

    3 weeks ago

    Oakville, Ontario, Canada HUB International Full time

    About the RoleWe are seeking a dynamic and client-focused Account Manager to join our Personal Insurance Team at HUB International. This is an ideal role for someone who wants to build their insurance career and manage a book of business supported by a great leadership team and work culture.Key ResponsibilitiesManage all aspects of an existing book of...

  • Personal Insurance Sales Advisor

    7 months ago

    Oakville, Canada HUB International Full time

    About The Role We have aggressive growth targets and client opportunities and looking to add experienced Sales Representatives to sell our Personal Home and Auto Insurance Products. We are looking for the best to represent HUB’s established reputation as a market leader in the Oakville area. What You’ll Do New Business outside sales Collaborate with...

  • Personal Lines Account Manager

    3 months ago

    Oakville, Canada HUB International Full time

    **Job Description**: **About The Role** HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Oakville, Ontario office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required...