Personal Lines Account Manager, Retail

2 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 service.

What You’ll Do

Manage a book of business by servicing all aspects of your client’s personal insurance policies in a timely manner

Act as a front-line underwriter by assessing risk and ensuring appropriate coverages have been provided to clients.

Ensure new business and retention targets are met, by way of re-marketing, cross-selling, and up-selling; ensure the client is made aware of other insurance and financial products available

Complete assigned tasks and requests before submission to underwriting and carrier partners

Resolve client concerns and issues in a professional manner

What You’ll Need for Success

RIBO License (Registered Insurance Brokers of Ontario) in good standing required; AB Gen 1 or another provincial license an asset

Typically, more than 3 years of industry and/or personal lines experience - preferably with broad market portal experience (Aviva, Intact, etc.)

Experience servicing a book of business and/or call rotation environment preferred

Ability to maintain top-notch prioritization and organizational skills in a fast-paced while keeping an exceptional client experience a priority

Ability to work collaboratively with others in a hybrid environment

Strong communication skills both written and verbal

Excellent problem-solving skills and customer focused

Experience working with Broker Management Systems; knowledge of Applied Broker Management Systems (EPIC, ARS, etc.) is preferred

**Proficiency in MS Office**: Word, Excel, and Outlook

Pursuit or completion of Professional insurance designation (such as CAIB, CIP, CRM, etc.) is 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**: Negligible

**Required Education**: Diploma

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