Personal Lines Account Manager

3 weeks ago


Oakville, Ontario, Canada Hub International Ontario Limited Full time
About the Role

HUB International Ontario Limited is seeking a dynamic 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, handling client queries, and ensuring new business and retention targets are met.

Key Responsibilities
  • Manage all aspects of an existing book of business, including client relationships and portfolio growth.
  • Handle incoming and outgoing client query calls, as well as priority mail, to ensure timely and effective communication.
  • Ensure new business and retention targets are met through proactive marketing and re-marketing efforts.
  • Act on cross-sell opportunities and obtain referrals to drive business growth.
  • Upsell existing clients through regular touch-base calls and provide advice on policy changes and renewals.
  • Conduct proactive mid-renewal calls to review customer information and provide guidance.
  • Provide exceptional customer service, responding promptly to client inquiries and resolving concerns in a timely manner.
  • Input and update customer data, document TAM on all customer interactions, and maintain accurate records.
  • Assist in training junior team members and maintain a high level of industry knowledge and expertise.
  • Rate and quote new and renewal personal lines risks, staying up-to-date on industry best practices and company procedures.
Requirements
  • High School Diploma or equivalent experience.
  • Minimum 2-3 years' experience in the insurance industry, preferably within Personal Lines.
  • RIBO license required.
  • 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?

HUB International Ontario Limited offers a competitive compensation package, flexible hybrid environment, and paid time off. We provide lavish and flexible benefits options, company RRSP match, and opportunities for tuition reimbursement. Our commitment to your future includes HUB-sponsored training, development, and educational programs to enhance your industry knowledge and expertise. We also offer reimbursement of license fees and professional membership dues, perks, and rebates on events, travel, and accommodations, as well as discounted rates for personal home and auto insurance.

We believe in fostering an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We strive to make the selection process accessible to any and all users, and assistance and/or accommodation are available by request for candidates taking part in the selection process.



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