Job title: Personal Lines Account Manager

Company: Hub International

Job description: About The Role

HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Windsor, Ontario office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines. This role will require a flexible individual to adapt to the growth of the business and reports directly into the Manager, Personal Insurance.

What You’ll Do

• Manage all aspects of an existing book of business
• Handle incoming/outgoing client query calls efficiently as well as priority mail (non-renewals/registered letters)
• Ensure new business and retention targets are met, including by means of re-marketing
• Act on cross-sell opportunities and obtain referrals where possible
• Upsell existing clients. Place outgoing touch base calls on a regular basis
• Conduct pro-active mid-renewal calls to all customers within the portfolio to review information and provide advice accordingly
• Prompt response to all customer inquiries by providing effective and efficient customer service to verbal and written inquiries.
• Resolving 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 while utilizing portals for policy changes/inquiries
• Assist in training junior team members where required
• Rate and quote new and renewal personal lines risks
• Keep up to date of industry best practices and company procedures including participating in training and education seminars for further knowledge

What You’ll Need for Success

• 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?

Choosing HUB isn’t just a career decision, it’s a life-changing milestone. As Canada’s largest and the world’s 5th largest insurance brokerage, HUB is the epitome of excellence and leadership. Joining HUB means stepping into an exciting, competitive realm where expertise meets vision. Here, you are nurtured for success and longevity, while entrepreneurship and innovation drive your growth and advancement. Discover more at .

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:

• Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
• Balance your life with flexible work arrangements and generous time off.
• Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs.
• Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
• Rest easy with reimbursements for professional license fees and membership dues.
• Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.

At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we’ve designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.

For us, service is not just a value; it’s our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it’s needed most.

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Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

Expected salary:

Location: Windsor, ON

Job date: Fri, 27 Oct 2023 22:44:55 GMT