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Pesronal Insurance Account Manager At HUB International

Location: Markham, Ontario

Job Description

HUB International’s vision is to be the leading sales and service organization in the insurance industry. HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Markham, 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 Team Lead, Personal Insurance.

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference.

Responsibilities:

  • 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 EPIC 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

Qualifications & Experience :

  • 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


Core Values:

  • Entrepreneurship - encouraging innovation and educate risk taking
  • Integrity – doing things right every time
  • Teamwork – working together to maximize results
  • Accountability – measure and take responsibility for outcomes
  • Service - serving customers, communities, and colleagues

HUB International offers a full spectrum of insurance and related services, including Property/Casualty, Home & Auto, Employee Benefits, Wealth Management and Risk Services, to a large and diverse client base. Internationally we are a leading insurance brokerage offering products and services with offices in Canada and the US. Take the first step toward creating a future that combines a diverse and challenging work environment in a rapidly growing company that offers significant opportunity for advancement and growth.

Department Account Management & Service

Required Experience: 1-2 years

Required Travel: No Travel Required

Required Education: High school or equivalent