More jobs:
Private Client, New Business Account Manager
Job in
Chilliwack, BC, P2P, Canada
Listed on 2026-07-17
Listing for:
HUB International
Full Time
position Listed on 2026-07-17
Job specializations:
-
Sales
Insurance Sales -
Insurance
Insurance Sales, Insurance Agent & Advisor
Job Description & How to Apply Below
Private Client, New Business Account Manager – HUB Personal Lines
This role is responsible for generating new business within HUB’s Personal Lines division. The position focuses on prospecting, pipeline management, and the placement of personal lines insurance coverage for new clients, including those with higher‑value assets.
Key Responsibilities- Sales & Business Development
- Prospect for new personal lines clients through outreach, networking, referrals, and leads generated through branch and internal partner channels.
- Manage an active sales pipeline to support consistent new business production in line with individual targets.
- Support the preparation and presentation of personal lines insurance solutions for prospective clients.
- Build referral relationships with centers of influence including wealth advisors, real estate professionals, mortgage brokers, and notaries to generate qualified leads.
- Account Management & Operational Support
- Educate clients on personal lines coverage options and identify gaps aligned with their insurance needs.
- Maintain accurate documentation, policy files, endorsements, and accounts receivable to support new business placement and policy execution.
- Coordinate with internal teams, underwriters, and carriers to support coverage placement for new clients.
- Maintain working knowledge of personal insurance market trends and carrier products relevant to the client base.
- Client & Community Engagement
- Represent HUB at community events, sponsor ships, and networking activities to support new business development.
- Support RFP presentations and prospect meetings as required.
- Level 2 General Insurance license or equivalent required.
- Minimum 2–3 years of personal lines insurance experience required.
- Solid working knowledge of personal lines insurance products including home, auto, and umbrella programs.
- Exposure to higher‑value or specialty risks required.
- Demonstrated sales activity and pipeline management, with an ability to prospect and generate new business.
- Strong written and verbal communication skills with a professional client‑facing presence.
- Ability to manage multiple accounts and competing priorities while delivering consistent service quality.
- Self‑directed work style with the ability to function effectively within a team environment.
- Completion of or progress toward industry designations (e.g., CAIB, CIP, CRM) considered an asset.
- Required Experience:
5–7 years of relevant experience.
- Base salary range: $75,000 to $90,000 plus commission.
- Comprehensive benefit and total compensation packages including extended health benefits, disability insurance, RRSP matching, paid‑time‑off, bonuses, and commissions.
- Tuition financing and career‑related training and development.
- Company‑matching RRSP contributions.
- Customizable flexible benefits options for employees and families.
- Flexible scheduling and work‑life balance.
- Employee assistance program and wellness initiatives.
If you require accommodations during the hiring process, please contact . This contact is for accommodation requests only and should not be used to inquire about the status of your application.
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