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Personal Lines Account Manager
2 months ago
About the Role
HUB International Ontario Limited is seeking a dynamic and experienced Personal Lines Account Manager to join our team. As a key member of our office, you will be responsible for managing an existing book of business, providing exceptional customer service, and driving business growth.
Key Responsibilities
- Manage all aspects of an existing book of business, including client relationships, policy administration, and risk management.
- Handle incoming and outgoing client query calls, ensuring prompt and effective resolution of customer inquiries.
- 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, to drive business growth and increase revenue.
- Upsell existing clients, placing outgoing touch base calls on a regular basis to review information and provide advice accordingly.
- Conduct proactive mid-renewal calls to all customers within the portfolio to review information and provide advice accordingly.
- Promptly respond to all customer inquiries, providing effective and efficient customer service to verbal and written inquiries.
- Resolve client concerns and complaints, ensuring that service excellence standards are met.
- Input and update customer data and document TAM on 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 where 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 for further knowledge.
Requirements
- High School Diploma or equivalent experience.
- Minimum 2-3 years' experience in the insurance industry, preferably within Personal Lines.
- RIBO license required.
- Team player with the ability to work within production and service teams.
- 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.
Why Choose HUB International Ontario Limited?
When you choose HUB International Ontario Limited, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. We're committed to your future via HUB-sponsored training, development, and educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement, reimbursement of license fees and professional membership dues, and perks and rebates on events, travel, and accommodations as well as discounted rates for personal home and auto insurance.
We're committed to diversity, equity, and inclusion in the workplace, striving to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users, assistance and/or accommodation are available by request for candidates taking part in the selection process.
