Personal Lines Account Manager, Retail

2 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 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

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