Personal Insurance Account Manager

5 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 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 TAM 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

What You’ll Need 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

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**: College diploma (3-year degree)

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