Personal Lines Account Manager, Retail

at  HUB International

Job Description

QUALIFICATIONS AND EXPERTISE THAT PAVE THE WAY FOR SUCCESS

• 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

ABOUT THE ROLE

HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Oakville, 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 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