Private Client Executive

5 months ago

Edmonton, Canada HUB International Full time

Hi, we’re HUB

We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy - so you’re ready for tomorrow.

The Opportunity

Are you a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you

As a Private Client Executive, working within our Personal Lines division, you will help provide advice and solutions to our High Net Worth Clients while providing expectational client focused service and attention.

A day in the life
- Provide exceptional customer care to high-net-worth clients

Respond to customer requests directly (or indirectly), compiling information and submitting information to appropriate insurance companies and binding coverage where appropriate.

Participate in formal account reviews

Prepare submissions in EPIC.

Prepare proposals, cover notes, customer correspondence, certificates, and invoices as per agency standards.

Maintain accuracy of electronic files

All administrative duties and other responsibilities as reasonably required.

What you will bring to our team
- Level 2 General Insurance License.

Experience dealing with high-net-worth clients.

Experience and knowledge of EPIC would be considered an asset.

Excellent communication, problem solving and critical thinking skills.

Strong organizational skills with the ability to effectively prioritize.

A keen attention to detail.

Ability to work effectively independently and within a team.

Post-secondary education would be considered an asset.

No travel required.

Why Join HUB?

Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together

We work hard and play hard Get ready for our Staff Holiday Parties

Paid day off for your birthday - we want to celebrate you

Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities

Room to grow within the organization

Lots of company perks, benefits, RRSP matching and great compensation

Your future with HUB
- Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

At HUB, we value education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.

What makes us different than all the rest?

**Our Vision**: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

**Our Mission**: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

**Our Core Values**:

- Entrepreneurship: We encourage innovation and educated risk-taking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve customers, communities and colleagues.

The employment offer is contingent upon completion of a successful background check.

\#LI-POST

Department Sales

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

**Required Travel**: No Travel Required

**Required Education**: High school or equivalent

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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