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
  • Handle incoming/outgoing client query calls efficiently
  • Ensure new business and retention targets are met
  • Act on cross-sell opportunities and obtain referrals
  • Upsell existing clients and conduct proactive mid-renewal calls
  • Promptly respond to all customer inquiries and resolve client concerns
  • Input and update customer data and document TAM on all customer interactions
  • Maintain acceptable accounts receivable and underwriting knowledge of each market

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
  • Ability to work independently and as part of a team

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 via HUB-sponsored training, development, and educational programs. Our company values diversity, equity, and inclusion in the workplace and strives to foster an environment where employees feel valued, seen, and heard.

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