Personal Lines Account Manager, Pcg

3 weeks ago


Oakville, Canada HUB International Full time

HUB International’s Private Client Group continues to grow and is currently looking for strong Personal Insurance Account Manager to support an assigned High Net Worth/VIP book of business in our Toronto office. This role is focused on delivering client excellence, growth and retention of a large book of business.

This role involves interaction with diverse stakeholders including customers, finance, and the Account Team. This is a great role for exposure to more unique and complex insurance lines policies and leadership exposure. Join an entrepreneurial team

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

Researching and analyzing client coverage trends and identifying areas of risk and opportunities along with solutions.

Proactive account business planning and forecasting.

Establishes networks and partnerships in the VIP space.

Provides suggestions for continuous improvements in workflows and procedures for sales and service.

Delivering superior client management.

What Y ou’ll Need for Success

Bachelor’s Degree or College Diploma or equivalent work experience

Minimum 5 years of experience in Personal Lines Insurance required

Experience in High Net Worth or VIP experience desired

RIBO Licensed

Proficient in MS Office (Word, Excel, PowerPoint and Outlook)

Experience on Epic or equivalent insurance broker management system

Strong established industry networks

Strong organizational, time and client management skills

**Effective communication skills**: verbal and written

Strong team player and leadership coaching skills

Proactive and customer focused approach

Strong initiative and follow up skills

Knowledge of diverse insurance policies and emerging insurance trends

Wh y Choose HUB?

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:
Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.

Balance your life with flexible work arrangements and generous time off.

Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs.

Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.

Rest easy with reimbursements for professional license fees and membership dues.

Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.

For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.

Department Account Management & Service

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

**Required Travel**: Up to 25%

**Required Education**: College diploma (3-year degree)



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