Insurance Broker, Personal Lines Service Windsor, ON
About The Role
HUB continues to grow and seeking a dynamic Personal Insurance Account Manager to join our Windsor, 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 and reports directly into the Manager, Personal Insurance.
What You’ll Do
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
What You’ll Need for Success
Minimum 2 - 3 years’ experience in the insurance industry, preferably within Personal Lines
RIBO license required
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 and time management skills
Proficiency with Microsoft Office Products (Word and Excel)
Experience with EPIC broker management system an asset
Why Choose HUB?
Choosing HUB isn't just a career decision, it's a life-changing milestone. As Canada's largest and the world's 5th largest insurance brokerage, HUB is the epitome of excellence and leadership. Joining HUB means stepping into an exciting, competitive realm where expertise meets vision. Here, you are nurtured for success and longevity, while entrepreneurship and innovation drive your growth and advancement. Discover more at https://www.hubinternational.com/en-CA/about-us/.
What’s in it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
Balance your life with flexible work arrangements and generous time off.
Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs.
Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
Rest easy with reimbursements for professional license fees and membership dues.
Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.