Highly Skilled Insurance Account Manager
2 weeks ago
Job Summary:
We are seeking a highly skilled and experienced insurance account manager to join our team at HUB International Ontario Limited. This is a fantastic opportunity for a results-driven individual with a strong track record in managing existing books of business, providing exceptional customer service, and driving growth.
About the Role
This role will require you to manage all aspects of an existing book of business, handle client inquiries efficiently, ensure new business and retention targets are met, and identify cross-sell opportunities. You will also be responsible for conducting proactive mid-renewal calls, resolving client concerns, and maintaining accurate records.
What You'll Do
- Manage all aspects of an existing book of business, including client relationships, policy administration, and renewal negotiations.
- Handle incoming/outgoing client query calls efficiently, ensuring that clients receive prompt and effective responses to their inquiries.
- Ensure new business and retention targets are met by identifying and pursuing cross-sell opportunities, remarketing existing clients, and upselling services.
- Conduct proactive mid-renewal calls to review client information, provide advice, and ensure that clients are satisfied with their policies.
- Resolve client concerns and complaints in a timely and professional manner, ensuring that service excellence standards are met.
- Maintain accurate records of client interactions, updates, and correspondence.
- Assist in training junior team members where required, sharing your knowledge and expertise to ensure seamless onboarding.
- Rates and quotes new and renewal personal lines risks, leveraging industry best practices and company procedures.
- Stay up-to-date on industry developments, participate in training and education seminars, and maintain a high level of technical knowledge.
What We're Looking For
To succeed in this role, you'll need:
- A High School Diploma or equivalent experience
- A minimum 2-3 years' experience in the insurance industry, preferably within Personal Lines
- A valid RIBO license
- Excellent 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 is an asset
About Us
At HUB International Ontario Limited, we offer a competitive compensation package, including a base salary of $65,000 - $80,000 per year, depending on experience, plus additional incentives and benefits. Our hybrid work environment provides flexibility and work-life balance, while our lavish and flexible benefits options cater to your individual needs. We're committed to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise.
Why Choose Us?
We're a dynamic and growing organization dedicated to providing exceptional service to our clients and communities. Our commitment to diversity, equity, and inclusion creates a welcoming and inclusive work environment. Join us and discover a rewarding career with opportunities for growth and advancement
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