Personal Lines Account Manager

  • ClassificationBrokering
  • Salary
  • Work typeFull-time
  • LocationOntario, Canada
  • Posted on05 Dec 2017
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Position Overview:

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 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 & 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

  • Balance - balancing corporate duty with personal growth

  • Integrity – doing things right every time

  • Teamwork – working together to maximize results

  • Discipline - focused on goals

  • 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.

    Please apply directly to the role through the following link: https://hubinternational.jobs/markham-on/personal-lines-account-manager/F403311E3C914FB28E98C33AEAFD7E8E/job/

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