Account Manager, Private Client Group

Hub International Ontario Limited; Toronto; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay structure with incentives and bonuses

Flexible working arrangements

Comprehensive benefits package including company-matched RRSPs

Sponsored training and development programs

Reimbursements for professional license fees and membership dues

Discounts on events and personal insurance

Job summary

Hub International Ontario Limited is seeking a Personal Lines Private Client Account Manager positioned in the heart of Toronto. This role involves managing high-net-worth client narratives and providing exceptional service through a team-based approach with an Account Associate.

The ideal candidate will have a strong insurance background, particularly with personal lines, and at least 5 years of relevant experience. Join HUB for a rewarding career that values professional growth and offers a supportive work culture.

Qualifications

• 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.

Responsibilities

• Works in a team with an assigned Account Associate to retain and grow the existing portfolio.
• Proactively researching and analyzing client coverage trends.
• Act as escalation for unresolved outstanding client premiums.

Skills

Client management skills

Proactive approach

Teamwork

Leadership coaching

Education

Valid Registered Insurance Broker Ontario (RIBO) License

5+ years of experience in Personal Lines Insurance

Tools

MS Office (Word, Excel, PowerPoint, Outlook)

Epic or equivalent insurance broker management system

Job description

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.

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

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 17,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB family:

• Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.
• Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.
• Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.
• Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.
• Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.
• Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.

Diversity, Equity, and Inclusion: Our Commitment

HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it’s the cornerstone of our culture.

Service: Our Ethos

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.