Personal Lines Account Manager

4 weeks ago

Oakville, Ontario, Canada Hub International Ontario Limited Full time

About the Role

HUB International Ontario Limited is seeking a skilled Personal Lines Account Manager to join our team. As a key member of our team, 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 efficiently, as well as priority mail and non-renewals.
  • Ensure new business and retention targets are met through re-marketing and cross-selling opportunities.
  • Act on cross-sell opportunities and obtain referrals where possible.
  • Upsell existing clients and conduct proactive mid-renewal calls to review information and provide advice.
  • Promptly respond to all customer inquiries, providing effective and efficient customer service.
  • Resolve client concerns and complaints while maintaining service excellence standards.
  • 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 as 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.
  • 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 for a work-life balance. We also 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 believe in service excellence and are committed to fostering an environment where our employees feel valued, seen, and heard. We strive to make the selection process accessible to any and all users and provide assistance and/or accommodation by request for candidates taking part in the selection process.

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