Account Manager, Cyber & Technology, ProEx

HUB International•Vancouver, BC

8d•CA$85,000 - CA$120,000•Onsite

About The Position

We are seeking an experienced Commercial Insurance professional to join our Professional & Executive Risks team (ProEx), managing and growing an established book of business that is largely cyber and technology related. You will provide the highest standard of client service — marketing and placing accounts, working closely with underwriters, and advising clients on coverage solutions that align with their evolving needs.

Requirements

5+ years of Commercial Insurance experience
General Commercial Insurance knowledge is an asset with a desire to specialize
Level 2 General Insurance License
Service-driven with a client-first mindset
Strong attention to detail and accuracy
Works independently without supervision
Exceptional written and verbal communication skills
Proven experience in sales process and account management

Nice To Haves

Recognized industry certification preferred (CAIB, CIP, CRM, BCIT Risk Management)

Responsibilities

Maintain existing book of business that is largely cyber and technology related
Provide highest standard of client service
Handle marketing and placement of accounts by working closely with underwriters to make placements
Communicate with clients and provide advice that aligns with their needs
Be flexible to the needs of each client
Remain up-to-date on all current coverage available
Be proactive in foreseeing and meeting the needs of each client
Recognize and actively pursue new business opportunities
Attend and actively participate in industry and company events, meetings and actively build your network
Conduct market research on prospects
Remain current on business issues pertaining to prospects
Follow up on leads
Generate new business revenue by selling insurance coverage to client
Identifies areas for cross-sell and upsell where possible
Meets and/or exceeds monthly budgeted targets
Continue professional development in order to enhance skills and abilities
Other duties and responsibilities as assigned
Collaborates effectively with team to service all aspects of accounts
Participates in Critical Path where necessary
Attends client meetings
Collect data from the client, create an expert submission in Policy Works (or EPIC) to be presented, identify coverage gaps and offering coverage solutions, negotiate suitable rates and coverages with company underwriters, present client proposal and bind coverage.
Prepares proposals, cover notes, customer correspondence, certificates, and invoices as per agency standards
Processes all documentation according to HUB workflows
Manages and collects Account Receivables
Updates CORE and lost business tracker for reporting
Maintains accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange and physical files as per agency standards
Advises Client of provincial and international tax and licensing implications (client encouraged to seek professional accounting advice)
Has oversight over the entire New Business and Renewal Process and is ultimately responsible for protecting HUB from E&O
Be proactive in the claims process and work with claims team and clients to facilitate a smooth claim