Personal Insurance Account Manager
7 months ago
Job Description
About The Role
In Oakville, we continue to grow and looking for experienced Personal Lines Account Manager (RIBO Licensed) with knowledge of the markets and company portals to service our Group Personal Home and Auto Insurance clients and bring in new business. If you have strong organizational skills, able to multitask and knowledgeable on the personal insurance markets and company portals, you can be part of a winning team known for client service and retention
What You’ll Do
Responding to inbound telephone inquiries from existing clients in a timely manner.
Ensuring retention targets are met, including by means of re-marketing.
Meeting new business sales target
Lead generation for Commercial Lines and Wealth Management products
Cross-selling other insurance and financial products
Upselling existing clients by completing outgoing touch-base calls.
Completing outbound calls as required for renewal review and special projects
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.
What You’ll Need for Success
Minimum High School Diploma or equivalent experience
Minimum 1 - 3 years’ experience in the Insurance industry
RIBO Licensed
Team player who is able to work across multiple teams
**Strong interpersonal and communication skills**: written and verbal
Ability to work independently and on a team
Effective organizational and time management skills
Exceptional interpersonal, verbal and written skills
Working knowledge of 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**: 1-2 years of relevant experience
**Required Travel**: No Travel Required
**Required Education**: College diploma (3-year degree)
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 through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
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