Private Client Account Executive

Horan Securities, Inc.; Oakville; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading insurance and risk management company is seeking a Private Client Account Executive to handle high-net worth personal insurance clients. The role involves collaborating with Commercial Insurance teams and requires strong independence, excellent communication skills, and relevant insurance qualifications. This full-time position offers growth opportunities within a supportive company culture.

Benefits

Excellent compensation

Benefits and RRSP match

Flexibility in work hours

Paid educational training

Room for advancement

Paid day off for your birthday

Qualifications

• 2-5 years of experience in a related position.
• In-depth understanding of the Private Client marketplace.
• Ability to manage multiple responsibilities in a deadline-driven environment.

Responsibilities

• Manage an assigned book of high-net worth personal insurance clients.
• Work with Commercial Insurance colleagues to meet client needs.
• Achieve assigned annual financial metrics with a strong focus on retention.

Skills

Communication

Independence

Teamwork

Education

Property & Casualty Insurance license

CIP or CAIB designation

Tools

Microsoft Office Suite

EPIC

Job description

Ignite your potential. Impact what matters.

Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

As a Private Client Account Executive, you will be tasked with managing an assigned book of high-net worth personal insurance clients with portfolios of varying size and complexity. Additionally, you will work with Commercial Insurance colleagues to meet client needs and achieve assigned annual financial metrics with a strong focus on retention.

Full-Time career working out of our Calgary OR Edmonton Branch location(s)!

What you will bring to the role –

• 2-5 years of experience in related position
• In depth understanding of the Private Client marketplace
• A Property & Casualty Insurance license
• Ability to manage multiple responsibilities in a deadline driven environment
• Proven ability to work independently and collaboratively with a team
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office Suite
• CIP or CAIB designation preferred
• EPIC experience preferred

Why Join HUB?

• An exceptional, welcoming, and inclusive company culture.
• Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
• Work flexibility.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• Paid day off for your birthday – we want to celebrate you!

What makes us different than all the rest?

Our Vision:To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission:To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve clients, communities, and colleagues.

Ready to join HUB and build a career in a rapidly growing industry?Apply today for the Private Client Account Executive opportunity at our Calgary OR Edmonton Branch location!

Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%

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