What You'll Do- Partner with a dedicated Account Associate and Assistant to retain and expand a portfolio of HNW clients
- Conduct in-depth coverage reviews and identify risk gaps, cross-sell opportunities, and customized solutions
- Drive new business development and meet growth targets
- Serve as escalation point for complex client matters, ensuring premium issues are resolved swiftly
- Develop and execute proactive account strategies and forecasts
- Mentor team members and support their professional development
- Build and nurture relationships in the PCG space, including Centers of Influence
- Identify and recommend improvements to sales and service workflows
- Deliver exceptional client experiences that reflect HUB's commitment to excellence
Qualifications and expertise that pave the way for Success- RIBO Licensed with a strong foundation in Personal Lines (minimum 5 years)
- High Net Worth/Private Client Group/VIP experience is a strong asset
- Skilled in EPIC or similar brokerage management systems
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Deep industry networks and proven ability to build influential partnerships
- Exceptional client management, organizational, and communication skills
- A proactive, solutions-oriented mindset with strong follow-through
- Knowledge of emerging trends in the personal insurance landscape
Your Advancement and Well-being: Our PriorityAt HUB, we place immense value on the well-being and professional development of our team. Here's what you can look forward to as part of the HUB Team:
- Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
- Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
- Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
- Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding
Service: Our EthosAt HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we're proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.
The compensation for this position is a variable compensation structure, i.e., base salary plus commission. As such, the total compensation earned will vary depending on the successful candidate's book of business at a particular time. The expected base salary for this position is $80,000 to $100,000, plus commissions will be paid based on successful sales performance. The total compensation will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses for some positions.
AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates - all decisions are made through human review.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible