Personal Lines Insurance Account Executive

4 weeks ago

Windsor, Ontario, Canada 019981 Hub International Ontario Limited Full time

Overview of the Position

HUB International is expanding and is in search of a motivated Personal Insurance Account Manager to join our team. This role is based in Ontario and involves managing a pre-existing portfolio of clients. We are looking for a collaborative individual who is detail-oriented, enjoys engaging with clients, and is dedicated to achieving results within set timelines. The successful candidate will need to be adaptable to the evolving demands of the business and will report directly to the Personal Insurance Manager.

Key Responsibilities

  • Oversee all facets of an established client portfolio.
  • Efficiently manage incoming and outgoing client inquiries, including priority correspondence.
  • Meet new business and retention goals, utilizing re-marketing strategies as necessary.
  • Identify cross-selling opportunities and actively seek referrals.
  • Conduct regular outreach to existing clients to maintain relationships and identify upsell opportunities.
  • Perform proactive mid-renewal calls to assess client needs and provide tailored advice.
  • Respond promptly to customer inquiries, ensuring high standards of service are maintained.
  • Address client concerns and complaints while upholding service excellence.
  • Maintain accurate customer records and document all interactions.
  • Keep informed about accounts receivable and underwriting practices while utilizing relevant portals for policy adjustments.
  • Assist in mentoring junior team members as needed.
  • Evaluate and quote new and renewal personal lines risks.
  • Stay updated on industry best practices and company protocols through ongoing training and educational opportunities.

Qualifications for Success

  • High School Diploma or equivalent experience.
  • A minimum of 2-3 years of experience in the insurance sector, particularly in Personal Lines.
  • RIBO license is mandatory.
  • A team-oriented mindset with the ability to collaborate effectively.
  • Excellent verbal and written communication skills.
  • Ability to work independently while demonstrating strong interpersonal skills.
  • Strong organizational and time management capabilities.
  • Proficiency in Microsoft Office Suite (Word and Excel).
  • Familiarity with EPIC broker management system is advantageous.

Career Advancement at HUB International

By choosing HUB International, you align your career with a leading insurance brokerage in Canada, recognized globally for its extensive network and growth opportunities. We prioritize the well-being and professional development of our employees, offering:

  • A competitive compensation package, including performance incentives and bonuses.
  • Flexible work arrangements and generous leave policies.
  • A comprehensive benefits plan, including company-matched retirement savings options.
  • Opportunities for professional development through sponsored training and tuition reimbursement.
  • Reimbursement for professional licensing fees and membership dues.
  • Discounts on various services, enhancing your overall experience with HUB.

Commitment to Diversity, Equity, and Inclusion

HUB International is dedicated to fostering a diverse and inclusive workplace. We celebrate the unique backgrounds of our employees and ensure that all voices are heard. Our recruitment process is designed to be accessible, and we encourage individuals to reach out for assistance if needed.

Our Service Ethos

At HUB International, service is at the core of our identity. We are committed to making a positive impact not only for our clients but also for our employees and the communities we serve. Join us in a fulfilling career where your contributions are valued and where you can make a difference.

At HUB, your professional journey is set for success. Welcome to an environment where your skills are recognized, your growth is prioritized, and your impact is significant.

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