Personal Insurance Account Manager
Hub International
- Oakville, ON
- Permanent
- Full-time
- 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
- 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
- Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)
- A flexible hybrid environment and paid time off that allows for a work/life balance
- Lavish and flexible benefits options that cater to your individual needs with a company RRSP match
- A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement
- Reimbursement of license fees and professional membership dues
- Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance