Personal Insurance Account Manager- Retail

019981 Hub International Ontario Limited; Windsor; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Join a leading insurance brokerage as a Personal Insurance Account Manager in Windsor. Manage a book of business, handle client queries, and meet retention targets. Ideal for detail-oriented team players committed to excellent service. Enjoy competitive pay, flexible work arrangements, and opportunities for professional growth.

Benefits

Competitive pay

Flexible work arrangements

Comprehensive benefits

Sponsored training programs

Tuition reimbursement

Discounts on events and travel

Qualifications

• 2-3 years of experience in the insurance industry, preferably in Personal Lines.
• RIBO license required.

Responsibilities

• Manage all aspects of an existing book of business.
• Handle incoming and outgoing client queries efficiently.
• Identify cross-sell opportunities and obtain referrals.

Skills

Interpersonal Skills

Communication Skills

Organizational Skills

Time Management

Education

High School Diploma

Tools

Microsoft Office

EPIC broker management system

Job description

HUB continues to grow and is seeking a dynamic Personal Insurance Account Manager to join our Windsor, Ontario office. The successful candidate will manage an existing book of business. This role is ideal for a team player who is detail-oriented, enjoys working with people, and is committed to meeting deadlines. The position reports directly to the Manager, Personal Insurance.

What You’ll Do

1. Manage all aspects of an existing book of business.
2. Handle incoming and outgoing client queries efficiently, including priority mail such as non-renewals and registered letters.
3. Meet new business and retention targets, including through re-marketing.
4. Identify cross-sell opportunities and obtain referrals.
5. Upsell to existing clients and make regular outreach calls.
6. Conduct proactive mid-renewal calls to review client information and provide advice.
7. Respond promptly to customer inquiries, ensuring effective service.
8. Resolve client concerns and complaints while maintaining service standards.
9. Update customer data and document interactions.
10. Maintain knowledge of accounts receivable and underwriting, utilizing portals for policy changes and inquiries.
11. Assist in training junior team members as needed.
12. Rate and quote new and renewal personal lines risks.
13. Stay updated on industry best practices and company procedures through ongoing training and seminars.

Qualifications and Expertise for Success

1. High School Diploma or equivalent.
2. 2-3 years of experience in the insurance industry, preferably in Personal Lines.
3. RIBO license required.
4. Strong team player with excellent interpersonal and communication skills.
5. Ability to work independently with strong organizational and time management skills.
6. Proficiency in Microsoft Office (Word and Excel).
7. Experience with EPIC broker management system is an asset.

Why Choose HUB International

Align your career with Canada's leading insurance brokerage and a global leader in insurance and employee benefits. Our network of over 17,000 professionals across 500 offices offers stability and growth opportunities. Explore our values and vision for a comprehensive understanding.

Our Commitment to Your Well-being and Development

• Competitive pay, incentives, bonuses, and additional earning opportunities.
• Flexible work arrangements and generous time-off policies.
• Comprehensive benefits, including company-matched RRSPs.
• Sponsored training, development programs, and tuition reimbursement.
• Reimbursements for professional licenses and memberships.
• Discounts on events, travel, accommodations, and personal insurance.

Diversity, Equity, and Inclusion

HUB International is committed to fostering a diverse and inclusive workplace. We value unique backgrounds and perspectives, ensuring all voices are heard. Our recruitment process is accessible, and we encourage applicants requiring assistance or accommodations to reach out. Equal opportunity is central to our culture.

Service defines us at HUB International, extending beyond clients to our employees and communities. Our regional offices are actively involved in local causes, reflecting our dedication to societal contribution. Join us to grow professionally and make a positive impact.

Your career at HUB is poised for greatness—where your skills are valued, your growth is prioritized, and your contributions create a lasting impact.

LI-hybrid

LI-AW

Department: Account Management & Service

Experience Required: 1-2 years of relevant experience

Travel: No travel required

Education: Diploma