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Account Manager
2 months ago
About the Role
As a key member of our expanding team at HUB International Ontario Limited, we are seeking a seasoned Insurance Broker to join our Private Client Group. This is an exceptional opportunity for a High-Net-Worth Account Manager to leverage their expertise and drive customer excellence in the premium insurance space.
Key Responsibilities
- Work collaboratively with an assigned Account Associate to retain and grow an existing portfolio of high-net-worth clients.
- Proactively research and analyze client coverage trends, identifying areas of risk and opportunities for growth, and develop tailored solutions.
- Act as a liaison for any unresolved client premium issues.
- Develop and implement proactive account business plans and forecasts.
- Provide coaching and mentoring to the assigned associate.
- Establish and maintain networks, partnerships, and centers of influence specific to the Private Client space.
- Contribute to the development of continuous improvements in workflows and procedures for sales and service.
- Deliver exceptional client management and service.
Qualifications and Expertise
- Valid Registered Insurance Broker Ontario (RIBO) License.
- A minimum of 5+ years of experience in Personal Lines Insurance, with knowledge of diverse insurance policies and emerging trends.
- Experience in High Net Worth or VIP is a significant asset.
- Established industry network and center of influence.
- Solid organizational, time, and client management skills.
- Team player with leadership coaching abilities.
- Proactive and customer-focused approach.
- Robust initiative and efficient follow-up skills.
- Proficiency with MS Office (Word, Excel, PowerPoint, and Outlook).
- Experience with Epic or equivalent insurance broker management system.
About HUB International
HUB International Ontario Limited is a leading insurance brokerage in Canada, with a global presence and a commitment to excellence. Our expansive network and collaborative culture provide a dynamic environment for professional growth and development.
Our Commitment to You
- Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.
- Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.
- Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.
- Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.
- Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.
- Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.
Diversity, Equity, and Inclusion
HUB International is committed to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued.
Service: Our Ethos
Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference.
