Client Relationship Manager

2 months ago

Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time
About the Role

HUB International Ontario Limited is seeking a highly skilled and experienced Insurance Account Manager to join our team. As a key member of our Personal Insurance department, you will be responsible for managing an existing book of business and driving growth through exceptional customer service and business development.

Key Responsibilities
  • Manage all aspects of an existing book of business, including client relationships, policy administration, and underwriting.
  • Handle incoming and outgoing client query calls efficiently, as well as priority mail and registered letters.
  • Ensure new business and retention targets are met, including through re-marketing and cross-selling opportunities.
  • Act on cross-sell opportunities and obtain referrals where possible.
  • Upsell existing clients and conduct proactive mid-renewal calls to review information and provide advice.
  • Promptly respond to all customer inquiries, providing effective and efficient customer service.
  • Resolve client concerns and complaints while ensuring service excellence standards are met.
  • Input and update customer data and document all customer interactions.
  • Maintain acceptable accounts receivable and underwriting knowledge of each market, utilizing portals for policy changes and inquiries.
  • Assist in training junior team members as required.
  • Rate and quote new and renewal personal lines risks.
  • Stay up-to-date on industry best practices and company procedures, participating in training and education seminars as needed.
Requirements
  • High School Diploma or equivalent experience.
  • Minimum 2-3 years' experience in the insurance industry, preferably within Personal Lines.
  • RIBO license required.
  • 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.
About HUB International Ontario Limited

HUB International Ontario Limited is a leading insurance brokerage firm dedicated to providing exceptional service and expertise to our clients. We are committed to fostering a diverse and inclusive work environment that values our employees' well-being and growth.

We offer a competitive compensation package, including additional ways to earn income beyond base pay, a flexible hybrid environment, and paid time off. Our benefits options cater to individual needs, and we provide opportunities for tuition reimbursement, license fee reimbursement, and professional membership dues.

We are committed to making a positive impact in our communities through our community outreach programs and charitable initiatives.

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