Account Manager, Private Client Group

at  HUB International

QUALIFICATIONS AND EXPERTISE THAT PAVE THE WAY FOR SUCCESS

• Valid Registered Insurance Broker Ontario (RIBO) License
• A minimum of 5+ years of experience in Personal Lines Insurance; knowledge of diverse insurance policies and emerging insurance trends
• Experience in High Net Worth or VIP is a significant asset
• Established industry network and centre of influence
• Solid organizational, time, and client management skills
• Team player with leadership coaching abilities
• Proactive and customer-focused approach
• Robust initiative and efficient follow-up skills
• Proficiency with MS Office (Word, Excel, PowerPoint and Outlook)
• Experience with Epic or equivalent insurance broker management system

ABOUT THE ROLE

Positioned at the heart of Toronto, our expanding team seeks a Personal Lines Private Client Account Manager who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it’s an invitation to influence and drive customer excellence.
Forge meaningful connections, delve into the intricacies of premium insurance policies, and let your personality shine. It’s time to craft your imprint on HUB’s Private Client Insurance canvas.

WHAT YOU’LL DO

• Works in a team-based structure with an assigned Account Associate to retain and grow your existing portfolio.
• Pro actively researching and analyzing your clients coverage trends and identifying areas of risk and opportunities along with solutions.
• Act as escalation for any unresolved outstanding client premiums.
• Proactive account business planning and forecasting.
• Coaching and mentoring to the assigned associate. .
• Establishes networks, partnerships and centers of influence specific to the Private Client space.
• Provides suggestions for continuous improvements in workflows and procedures for sales and service.
• Delivering superior client management.