Hub International Personal Insurance Account Manager in Markham, Ontario

Personal Insurance Account Manager

Location: Markham, Ontario, Canada

Department: Account Management & Service

Job Type: Full-time

Required education: High school or equivalent

Required experience: 2-5 years

Required travel: No travel required

Date posted: 21-Nov-2016

Position Overview:

HUB International’s vision is to be the leading sales and service organization in the insurance industry. HUB continues to grow and seeking a dynamic Personal Insurance Account Manager in our Markham, Ontario office, who can manage an existing book of business. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines. This role will require a flexible individual to adapt to the growth of the business!

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 a rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference.

Responsibilities:

  • Manage all aspects of an existing book of business

  • Handle incoming/outgoing client query calls efficiently as well as priority mail (non-renewals/registered letters)

  • Ensure new business and retention targets are met, including by means of re-marketing

  • Act on cross-sell opportunities and obtain referrals where possible

  • Upsell existing clients. Place outgoing touch base calls on a regular basis

  • Conduct pro-active mid-renewal calls to all customers within the portfolio to review information and provide advice accordingly

  • Prompt response to all customer inquiries by providing effective and efficient customer service to verbal and written inquiries.

  • Resolving client concerns and complaints while ensuring that service excellence standards are met

  • Input and update customer data and document TAM on all customer interactions

  • Maintain acceptable accounts receivable and underwriting knowledge of each market while utilizing portals for policy changes/inquiries

  • Assist in training junior team members where required

  • Rate and quote new and renewal personal lines risks

  • Keep up to date of industry best practices and company procedures including participating in training and education seminars for further knowledge

Qualifications:

  • High School Diploma

  • Minimum 2 - 3 years’ experience in the personal insurance

  • RIBO licensed

  • Team player with the ability to work within production and service teams

  • Strong interpersonal and communication skills both written and verbal

  • Ability to work independently with exceptional interpersonal skills

  • Effective organizational skills and time management

  • Proficiency with Microsoft Office Suite

  • Experience with TAM or EPIC an asset

Core Values:

  • Entrepreneurship - encouraging innovation and educate risk taking

  • Balance - balancing corporate duty with personal growth

  • Integrity – doing things right every time

  • Teamwork – working together to maximize results

  • Discipline - focused on goals

  • Accountability – measure and take responsibility for outcomes

  • Service - serving customers, communities, and colleagues

HUB International offers a full spectrum of insurance and related services, including Property/Casualty, Home & Auto, Employee Benefits, Wealth Management and Risk Services, to a large and diverse client base. Internationally we are a leading insurance brokerage offering products and services with offices in Canada and the US. Take the first step toward creating a future that combines a diverse and challenging work environment in a rapidly growing company that offers significant opportunity for advancement and growth.

*LI-JM1