Personal Lines Account Manager

6 months ago

Sarnia, Canada HUB International Full time

About The Role

HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Sarnia, 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 thr

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