Personal Lines Account Manager

3 weeks ago


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

We are seeking a highly motivated and detail-oriented Personal Lines Account Manager to join our team at Hub International Ontario Limited. 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 registered letters.
  • Ensure new business and retention targets are met, including 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 ensuring service excellence standards are met.
  • 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 where 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.
  • Team player with the ability to work within production and service teams.
  • 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 International Ontario Limited?

We offer a competitive compensation package, flexible hybrid environment, and paid time off that allows for a work-life balance. Our benefits options cater to individual needs, and we provide opportunities for tuition reimbursement, reimbursement of license fees, and professional membership dues. We also offer perks and rebates on events, travel, and accommodations, as well as discounted rates for personal home and auto insurance.

At Hub International Ontario Limited, we value diversity, equity, and inclusion in the workplace. We strive to foster an environment where employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor 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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