Client Account Manager for High-Net-Worth

Join HUB International in Toronto as a Client Account Manager specializing in high-net-worth clients. This role demands a proactive approach to personal lines insurance and cultivating strong client relationships.

In this position, you will team up with an Account Associate to grow your existing client portfolio. Your responsibilities include identifying coverage risks, mentoring staff, and improving service workflows for enhanced client satisfaction. Your leadership will be crucial in shaping the client experience at HUB.

Key Responsibilities:

• Manage your portfolio with an assigned Account Associate

• Analyze and address coverage trends for clients

• Handle unresolved client premiums as needed

• Develop strategic business plans for account retention

• Mentor your associate for professional growth

Requirements:

• Must possess an active RIBO License

• Minimum 5 years in Personal Lines Insurance required

• Experience with High Net Worth clients is advantageous

• Strong organizational and client management skills

• Experience with MS Office and Epic broker systems

Drive customer success and create meaningful impacts in your role at HUB International.
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