Account Executive - Private Client GroupToronto, ON

About The Role

HUB International’s Private Client Group continues to grow and is currently looking for strong Personal Insurance Broker to support an assigned High Net Worth/VIP book of business in our Toronto office and reporting to the Vice President, Private Client Group. This role is focused on delivering client excellence, growth and retention of a large book of business.

This role involves interaction with diverse stakeholders including customers, finance, and the Account Team. This is a great role for exposure to more unique and complex insurance lines policies and leadership exposure. Join an entrepreneurial team!

What You’ll Do

  • Works in a team-based structure with an assigned Account Associate and Assistant to retain and grow existing portfolios.

  • Researching and analyzing client coverage trends and identifying areas of risk and opportunities along with solutions.

  • Conduct coverage reviews with new prospects in order to drive new business

  • Responsible for meeting established targets for new business and retention to support the overall growth targets of the business.

  • Acts as escalation for any unresolved outstanding client premiums.

  • Proactive account business planning and forecasting.

  • Coaching and mentoring account associates as part of the day-to-day interactions with the team where appropriate.

  • Establishes networks and partnerships in the VIP space.

  • Provides suggestions for continuous improvements in workflows and procedures for sales and service.

  • Delivering superior client management.

What You’ll Need for Success

  • Bachelor’s Degree or College Diploma or equivalent work experience

  • Minimum 5 years of experience in Personal Lines Insurance required

  • Experience in High Net Worth or VIP experience desired

  • RIBO Licensed

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

  • Experience on Epic or equivalent insurance broker management system

  • Strong established industry networks

  • Strong organizational, time and client management skills

  • Effective communication skills: verbal and written

  • Strong team player and leadership coaching skills

  • Proactive and customer focused approach

  • Strong initiative and follow up skills

  • Knowledge of diverse insurance policies and emerging insurance trends

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.

We’re committed to you and your well-being with a variety of benefits such as:

  • Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs etc.)

  • A flexible hybrid environment and paid time off that allows for a work/life balance

  • Lavish and flexible benefits options that cater to your individual needs with a company RRSP match

  • A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement

  • Reimbursement of license fees and professional membership dues

  • Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance

Service is one of our founding values – not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.

HUB is strongly committed to diversity, equity, and inclusion in the workplace. We strive to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users. Assistance and/or accommodation are available by request for candidates taking part in the selection process.

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Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Diploma