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Account Manager
2 months ago
About the Role
We are seeking a seasoned Insurance Broker to join our Private Client Group as a High-Net-Worth Account Manager. As a key member of our team, you will be responsible for delivering exceptional client service and driving business growth through strategic account planning and relationship building.
Key Responsibilities
- Work collaboratively with an assigned Account Associate to retain and grow existing client portfolios.
- Proactively research and analyze client coverage trends to identify areas of risk and opportunities for growth.
- Act as a liaison for any unresolved client premium issues.
- Develop and implement account business plans and forecasts to drive business growth.
- Cultivate and maintain strong relationships with clients and centers of influence in the Private Client space.
- Provide coaching and mentoring to the assigned Account Associate.
- Identify opportunities for process improvements and implement changes to enhance client service and business efficiency.
Requirements and Qualifications
- 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 insurance trends.
- Experience in High-Net-Worth or VIP is an asset.
- Established industry network and center of influence.
- Solid organizational, time management, 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 is a leading insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker. Our expansive network, powered by over 17,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities.
Your Advancement and Well-being: Our Priority
We place immense value on the well-being and professional development of our team. Here's what you can look forward to as part of the HUB family:
- 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: Our Commitment
We are steadfast in our commitment 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. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase.
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.
