Personal Insurance Account Manager
2 months ago
About the Role
HUB International Ontario Limited is seeking a dynamic and experienced Personal Insurance Account Manager to join our team in Windsor, Ontario. As a key member of our account management team, you will be responsible for managing an existing book of business and delivering exceptional customer service to our clients.
Key Responsibilities
- Manage all aspects of an existing book of business, including client relationships, policy administration, and sales growth.
- Handle incoming and outgoing client queries efficiently, ensuring timely and effective communication.
- Meet and exceed sales targets, including new business and retention goals, through proactive sales efforts and relationship building.
- Identify and capitalize on cross-selling opportunities, and obtain referrals from existing clients.
- Provide exceptional customer service, responding promptly to client inquiries and resolving any issues or concerns in a timely and professional manner.
- Input and update customer data, and maintain accurate records of all client interactions.
- Stay up-to-date with industry best practices, company procedures, and regulatory requirements, and participate in training and education seminars as needed.
Requirements and Qualifications
- High School Diploma or equivalent experience.
- Minimum 2-3 years' experience in the insurance industry, preferably in Personal Lines.
- RIBO license required.
- Strong interpersonal and communication skills, both written and verbal.
- Ability to work independently and as part of a team, with a focus on delivering results and meeting deadlines.
- Proficiency in Microsoft Office products, including 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 in Canada, providing a wide range of insurance and risk management solutions to individuals and businesses. We are committed to delivering exceptional service, building strong relationships with our clients, and making a positive impact in our communities.
Why Join HUB International Ontario Limited?
- Opportunity to work with a dynamic and growing company, with a strong reputation in the insurance industry.
- Competitive compensation and benefits package, including a comprehensive benefits program and opportunities for professional development.
- Collaborative and supportive work environment, with a focus on teamwork and open communication.
- Chance to make a meaningful contribution to the success of our clients and the company, and to build a rewarding and challenging career.
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