Personal Lines Account Executive – Private Client Group
| Company | HUB |
|---|---|
| Location | Toronto, ON, Canada, Markham, ON, Canada, Oakville, ON, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 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
Responsibilities
- 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 key retention and growth targets
- Serve as an 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 your own Centers of Influence
- Identify and recommend improvements to sales and service workflows
- Deliver exceptional client experiences that reflect HUB’s commitment to excellence
Preferred Qualifications
- High Net Worth/Private Client Group/VIP experience is a strong asset