Private Client Account Manager

HUB International • Edmonton, AB

7d • Hybrid

About The Position

The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client service, and fostering a culture of accountability, integrity, respect and teamwork while focusing on continuous improvement. This role will grow in responsibility during the incumbent’s tenure, from supporting small to moderate sized clients to supporting larger clients with complex and diverse needs along with the day-to-day management of an assigned book of business. The Account Manager will function as a mentor to Associate Account Manager(s), and support Account Executives with operational support, which drives the overall success of the organization.

Requirements

• Level 2 Insurance license
• Completion of CAIB or CIP designation is required
• 7+ years of commercial property & casualty experience is required
• Motivated to help support a diverse team and contribute to a team environment
• Proactive and a self-starter with a keen attention to detail
• Demonstrated ability to communicate effectively in both written and verbal
• Works well in a fast paced, client-focused environment
• Excellent organizational skills and able to manage multiple priorities with minimal supervision
• 2-5 years of relevant experience

Nice To Haves

• Completion of an advanced insurance designation such as CPIB/CCIP/FCIP/CRM considered an asset

Responsibilities

• Assisting in the achievement of client retention goals
• Effectively and consistently providing exceptional client service
• Fostering a culture of accountability, integrity, respect and teamwork
• Focusing on continuous improvement
• Supporting small to moderate sized clients
• Supporting larger clients with complex and diverse needs
• Day-to-day management of an assigned book of business
• Functioning as a mentor to Associate Account Manager(s)
• Supporting Account Executives with operational support

Benefits

• Excellent compensation
• benefits
• RRSP match
• referral incentives
• company perks
• Work flexibility
• Paid educational training
• vast learning opportunities
• Room for advancement and growth within the organization
• Paid day off for your birthday

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed