Private Client Account Manager

Job summary

The Private Client Account Manager focuses on achieving client retention goals and providing exceptional service to a diverse book of business. The role involves mentoring Associate Account Managers and providing operational support to Account Executives.

Job details

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: The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client service, and fostering a culture of accountability, integrity, respect and teamwork while focusing on continuous improvement. This role will grow in responsibility during the incumbent’s tenure, from supporting small to moderate sized clients to supporting larger clients with complex and diverse needs along with the day-to-day management of an assigned book of business. The Account Manager will function as a mentor to Associate Account Manager(s), and support Account Executives with operational support, which drives the overall success of the organization. What We're Looking For Level 2 Insurance license Completion of CAIB or CIP designation is required, with completion of an advanced insurance designation such as CPIB/CCIP/FCIP/CRM considered an asset 7+ years of commercial property & casualty experience is required Motivated to help support a diverse team and contribute to a team environment Proactive and a self-starter with a keen attention to detail Demonstrated ability to communicate effectivity in both written and verbal Works well in a fast paced, client-focused environment Excellent organizational skills and able to manage multiple priorities with minimal supervision 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! If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Up to 25% We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

What you’ll do

The Private Client Account Manager focuses on achieving client retention goals and providing exceptional service to a diverse book of business. The role involves mentoring Associate Account Managers and providing operational support to Account Executives.

Requirements

Candidates must have a Level 2 Insurance license, a CAIB or CIP designation, and at least 7 years of commercial property and casualty experience. Strong communication, organizational skills, and a proactive approach are required.

Benefits

• Compensation • Benefits • RRSP Match • Referral Incentives • Company Perks • Work Flexibility • Paid Educational Training • Paid Day Off For Birthday

Listed skills

• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Retention
• Client Service
• Account Management
• Commercial Property & Casualty Insurance
• Written Communication
• Verbal Communication
• Organizational Skills
• Mentorship
• Operational Support
• Commercial Real Estate
• Self-Starter
• Insurance License
• Accountability
• Advocacy
• Brokerage
• Customer Relationship Management
• Management
• Cisco Certified Internetwork Professional
• Customer Service
• Communication
• Continuous Improvement Process
• Fibre Channel Over IP
• Innovation
• Wealth Management
• Teamwork
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Management & Leadership
• Consulting
• Private Client Manager
• Customer Service Account Manager
• Commercial Sales Representatives
• First-Line Supervisors of Office and Administrative Support Workers