Hub International Personal Insurance Account Manager in Chatham, Ontario

Personal Insurance Account Manager

Location: Chatham, Ontario, Canada

Department: Account Management & Service

Job Type: Full-time

Required education: College diploma (3-year degree)

Required experience: 2-5 years

Required travel: No travel required

Date posted: 30-Nov-2016

Position Overview:

HUB International’s vision is to be the leading sales and service organization in the insurance industry. HUB International Ontario, Gamble Insurance is currently hiring a passionate, motivated and customer focused, Personal Insurance Account Manager working out of our Chatham, ON office. This role is responsible for a combination of service and sales functions with a dedicated team player attitude. The successful individual reports directly to the Supervisor.

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. By joining HUB you will become part of rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference.

Responsibilities:

  • Provide clients with prompt, courteous and professional service

  • Resolve client concerns and complaints while ensuring that excellent service standards are met

  • Meet growth targets and sales goals

  • Analyze client coverage, exposures and loss experience to determine risk requirements

  • Prepare client pre-renewal and renewal packages, policies, submissions, binders, letters, summaries and invoices

  • Review policy documentation for accuracy and completeness

  • Identifying cross-selling and upselling opportunities

  • Effective management of workflow

  • Servicing Personal Insurance accounts as well as selling

  • Perform other responsibilities as assigned by manager

Qualifications:

  • College Diploma or University Degree and/or equivalent work experience

  • 2-5 years of experience in Personal Insurance required

  • RIBO License

  • Proficient in MS Office (Word, Excel, PowerPoint and Outlook)

  • Experience on EPIC or equivalent insurance broker management system

  • CIP/CAIB/CRM Designation completed or in progress an asset

  • Strong organizational, time and client management skills

  • Effective communication skills both written and verbal

  • Strong team player and ability to work independently

  • Proactive and customer focused approach

  • Knowledge of diverse insurance policies and emerging insurance trends

  • Resourceful researching skills

*LI-JM1