Insurance 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 highly skilled Personal Insurance Account Manager to join our Oakville office. As a key member of our team, you will be responsible for managing an existing book of business, providing exceptional customer service, and driving business growth.

Key Responsibilities
  • Manage all aspects of an existing book of business, including client relationships and account management.
  • Handle incoming and outgoing client query calls, as well as priority mail, to ensure timely and effective communication.
  • Develop and implement strategies to meet new business and retention targets, including re-marketing and cross-selling opportunities.
  • Act on cross-sell opportunities and obtain referrals to drive business growth.
  • Upsell existing clients through regular touch base calls and proactive mid-renewal calls.
  • Provide effective and efficient customer service to verbal and written inquiries, resolving client concerns and complaints in a timely manner.
  • Input and update customer data and document 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 to further knowledge.
Qualifications and Expertise
  • 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.
About HUB International

HUB International is a premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. 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

At HUB, 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

HUB International is steadfast in its 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.



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