Personal Insurance Account Manager

Company Summary:

HUB International is ranked 8th amongst the world's largest insurance brokers with 10,000 employees across North America. In Markham, we continue to grow and are looking for an experienced Personal Insurance Account Manager (RIBO Licensed) with knowledge of the markets and company portals to service our Personal Home and Auto Insurance clients. If you have strong organizational skills, able to multitask and knowledgeable on the markets, you can be part of a winning team known for client service and retention! This role reports directly to the Team Leader.

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 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

Qualifications:

  • High School Diploma or equivalent experience
  • Minimum 2 - 3 years' experience in the insurance industry, preferably within Personal Lines
  • RIBO licensed
  • 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

HUB Total Rewards:

Monday to Friday Work Schedule

Employee Discounts on Personal Home & Auto Policies

35 hour work week

Education Reimbursement Program

Competitive Salary

HUB Employee Referral Program – Award for successful hires

Paid Vacation

Corporate Cell Phone Program

Paid Sick Days

Recognition Programs

HUB Days – Paid Personal Days

Health & Wellness Initiatives

Group RRSP Company Matching Program up to 2% of Base Salary

Group Benefits Plan (Health & Dental)

Corporate Discounts on Gym Membership

Company Paid Employee Assistance Program

Dedicated Personal Lines Trainer

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.

If you are a successful Account Manager (RIBO Licensed), enjoy a positive team environment and want to increase your take home pay through commissions, please apply now!

  • LI-JM1

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