Personal Insurance Account Manager, Private Client Group

Horan Securities, Inc.; Toronto; Hybrid; CAD 60,000 - 90,000; Full time

Job summary

A leading insurance brokerage in Canada is seeking a Personal Lines Private Client Account Manager in Toronto. This role focuses on building client relationships, managing high-net-worth accounts, and providing tailored insurance solutions. You'll be part of a dynamic team cultivating excellence in client service within the fast-paced insurance industry.

Benefits

Competitive compensation package

Flexible working arrangements

Robust benefits package

HUB-sponsored training programs

Reimbursements for professional licensing

Exclusive discounts on personal insurance

Qualifications

• 5+ years of experience in Personal Lines Insurance.
• Knowledge of diverse insurance policies and trends.
• Experience in High Net Worth or VIP clients is a significant asset.

Responsibilities

• Manage existing portfolio with clients and provide premium insurance solutions.
• Coach and mentor team members to enhance service quality.
• Pro-actively identify risk trends and coverage opportunities.

Skills

Customer-focused approach

Client management skills

Risk analysis

Team player

Education

Valid Registered Insurance Broker Ontario (RIBO) License

Tools

Epic or equivalent insurance broker management system

MS Office

Job description

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 client’s 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 20,000 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 Team:

• Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
• Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
• Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
• Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Culture and Belonging: Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

#LI-hybrid

Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%

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