Personal Insurance Account Manager

3 weeks ago

Oakville, Ontario, Canada 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 team. As a key member of our account management team, you will be responsible for managing an existing book of business, handling client queries, and ensuring that 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 place outgoing touch base calls on a regular basis.
  • Conduct proactive mid-renewal calls to all customers within the portfolio to review information and provide advice accordingly.
  • Promptly respond to all customer inquiries, providing effective and efficient customer service to verbal and written inquiries.
  • Resolve client concerns and complaints while ensuring that 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.
  • Keep up to date with industry best practices and company procedures, including 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?

HUB International Ontario Limited is a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. We're committed to your well-being with a variety of benefits, including a competitive compensation package, flexible hybrid environment, paid time off, lavish and flexible benefits options, and a commitment to your future via HUB-sponsored training, development, and educational programs.

We believe that no one deserves our commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it's needed.

HUB is strongly committed to diversity, equity, and inclusion in the workplace. We strive to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users. Assistance and/or accommodation are available by request for candidates taking part in the selection process.

  • Insurance Account Manager

    1 month ago

    Oakville, Ontario, Canada BrokerLink Insurance Full time

    About BrokerLink InsuranceWe are a leading insurance brokerage firm committed to providing exceptional customer service and innovative solutions to our clients. Our team of experts is dedicated to helping individuals and businesses manage risk and achieve their goals.Job Title: Account Executive IIWe are seeking a highly motivated and experienced Account...

  • Insurance Account Manager

    1 month ago

    Oakville, Ontario, Canada BrokerLink Insurance Full time

    About BrokerLink InsuranceWe are a leading insurance brokerage firm committed to providing exceptional customer service and innovative solutions to our clients. Our team of experts is dedicated to helping individuals and businesses manage risk and achieve their goals.Job Title: Account Executive IIWe are seeking a highly motivated and experienced Account...

  • Insurance Account Manager

    1 month ago

    Oakville, Ontario, Canada BrokerLink Insurance Full time

    About BrokerLink InsuranceWe are a leading insurance brokerage firm committed to providing exceptional customer service and innovative solutions to our clients. Our team of experts is dedicated to helping individuals and businesses manage risk and achieve their goals.Job Title: Account Executive IIWe are seeking a highly motivated and experienced Account...

  • Personal Insurance Account Manager

    1 month ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About The RoleHUB International Ontario Limited is seeking a highly skilled and experienced Personal Insurance Account Manager to join our team. As a key member of our account management team, you will be responsible for managing a portfolio of existing clients, identifying opportunities for growth and development, and delivering exceptional customer...

  • Personal Insurance Account Manager

    1 month ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About The RoleHUB International Ontario Limited is seeking a highly skilled and experienced Personal Insurance Account Manager to join our team. As a key member of our account management team, you will be responsible for managing a portfolio of existing clients, identifying opportunities for growth and development, and delivering exceptional customer...

  • Personal Insurance Account Manager

    4 weeks ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a skilled Personal Insurance Account Manager to join our team in Oakville, Ontario. 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 ResponsibilitiesManage all aspects...

  • Personal Insurance Account Manager

    4 weeks ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a skilled Personal Insurance Account Manager to join our team in Oakville, Ontario. As a key member of our team, you will be responsible for managing an existing book of business, handling client queries, and driving business growth.Key ResponsibilitiesManage all aspects of an existing book of...

  • Personal Insurance Account Manager

    4 weeks ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a skilled Personal Insurance Account Manager to join our team in Oakville, Ontario. As a key member of our team, you will be responsible for managing an existing book of business, handling client queries, and driving business growth.Key ResponsibilitiesManage all aspects of an existing book of...

  • Personal Insurance Account Manager

    3 weeks ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a skilled Personal Insurance Account Manager to join our team in Oakville, Ontario. 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 ResponsibilitiesManage all aspects...

  • Personal Insurance Account Manager

    1 month ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a skilled Personal Insurance Account Manager to join our team in Oakville, Ontario. As a key member of our team, you will be responsible for managing an existing book of business, handling client queries, and driving business growth.Key ResponsibilitiesManage all aspects of an existing book of...

  • Personal Insurance Account Manager

    1 month ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a skilled Personal Insurance Account Manager to join our team in Oakville, Ontario. As a key member of our team, you will be responsible for managing an existing book of business, handling client queries, and driving business growth.Key ResponsibilitiesManage all aspects of an existing book of...

  • Personal Insurance Account Manager

    3 weeks ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a skilled Personal Insurance Account Manager to join our team in Oakville, Ontario. 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 ResponsibilitiesManage all aspects...

  • Personal Insurance Account Manager

    4 weeks ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About The RoleHUB International Ontario Limited is seeking a dynamic and results-driven Personal Insurance Account Manager to join our team. As a key member of our account management and service 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...

  • Personal Insurance Account Manager

    4 weeks ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About The RoleHUB International Ontario Limited is seeking a dynamic and results-driven Personal Insurance Account Manager to join our team. As a key member of our account management and service 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...

  • Insurance Account Manager

    2 months ago

    Oakville, Ontario, Canada BrokerLink Full time

    About BrokerLinkWe're a company that values integrity, respect, and customer-driven excellence. Our diverse and inclusive work environment is built on these principles, ensuring a respectful and inclusive space for all.Job SummaryWe're seeking a Commercial Account Manager to join our team in Southern Ontario. As a key member of our team, you'll provide...

  • Insurance Account Manager

    2 months ago

    Oakville, Ontario, Canada BrokerLink Full time

    About BrokerLinkWe're a company that values integrity, respect, and customer-driven excellence. Our diverse and inclusive work environment is built on these principles, ensuring a respectful and inclusive space for all.Job SummaryWe're seeking a Commercial Account Manager to join our team in Southern Ontario. As a key member of our team, you'll provide...

  • Personal Insurance Account Manager

    3 weeks ago

    Oakville, Ontario, Canada Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a skilled Personal Insurance Account Manager to join our team in Oakville, Ontario. 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 ResponsibilitiesManage all aspects...

  • Insurance Account Manager

    2 months ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a highly skilled Personal Insurance Account Manager to join our team. As a key member of our account management and service team, you will be responsible for managing an existing book of business, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage all...

  • Insurance Account Manager

    2 months ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a highly skilled Personal Insurance Account Manager to join our team. As a key member of our account management and service team, you will be responsible for managing an existing book of business, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage all...

  • Insurance Account Manager

    2 months ago

    Oakville, Ontario, Canada 019981 Hub International Ontario Limited Full time

    About the RoleHUB International Ontario Limited is seeking a highly skilled and experienced Insurance Account Manager to join our team. As a key member of our Personal Insurance department, you will be responsible for managing an existing book of business and delivering exceptional customer service to our clients.Key ResponsibilitiesManage all aspects of an...