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Personal Lines Account Manager

2 months ago


Oakville, Ontario, Canada 019981 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 stay up-to-date with 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 and as part of a team.
  • 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 are committed to your future through HUB-sponsored training, development, and educational programs. Our company values diversity, equity, and inclusion in the workplace, and we strive to foster an environment where our employees feel valued, seen, and heard.