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HUB International

Client Associate Account Manager, HUB Private Client

Posted 2 Days Ago
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Burnaby, BC
Senior level
Burnaby, BC
Senior level
The Client Associate Account Manager in HUB Private Client is responsible for providing tailored insurance solutions, fostering client relationships, and driving sales growth. The role involves assessing client needs, educating them on available products, managing risk, and maintaining records for VIP accounts. This position requires strong communication, problem-solving skills, and industry knowledge to enhance client experiences and contribute to business growth.
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Who We Are

We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people.  Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion. 
 

What We’re Looking For

Reporting to the Vice President of HUB Private Client, the Client Associate Account Manager is responsible for delivering professional, accurate, and efficient insurance solutions to new and existing commercially connected clients, with a strong focus on sales growth and client acquisition.

This role includes assessing personal insurance needs, identifying opportunities, and providing tailored recommendations to drive sales. The Account Manager educates clients on insurance solutions, promotes bundling options to maximize value, and actively encourages adoption of company offerings to achieve sales targets.

By leveraging strong client relationship skills, a results-driven approach, and a commitment to service excellence, the Account Manager enhances the company’s reputation, ensures exceptional client experiences, and contributes to business growth.

Our Burnaby Still Creek head office location is centrally located in the Willingdon Business Park near Brentwood Town Centre. This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

Requirements

  • Level 2 General Insurance License
  • Minimum 5 years of Personal Insurance experience
  • Strong ability to work independently and collaboratively within a team environment
  • Excellent written and verbal communication skills
  • Passionate about continuous learning and self-improvement
  • Proven desire and ability to build strong internal and external relationships
  • Strong problem-solving skills, with the ability to exercise sound judgment and develop creative solutions
  • Completion of an industry-related designation (e.g., BCIT Insurance & Risk Management, CAIB, CIP, CRM), or actively pursuing completion

A Day in the Life

  • Deliver exceptional client relationship management by overseeing VIP accounts with a personalized, holistic approach to address client needs comprehensively.
  • Identify client needs, educate clients, and promote insurance products to both prospective and existing clients, focusing on tailored solutions that align with their unique circumstances.
  • Actively build trusted relationships with the Commercial and Employee Benefits Sales teams to capitalize on cross-sell opportunities, strengthening the company’s reputation for sales, service, and collaborative solutions.
  • Provide expert advisory services on risk identification, risk management, risk transfer, insurer selection, coverage design, implementation, renewal review, and negotiation, as well as claims advocacy when required. Collaborate closely with the Commercial Account Executive to deliver integrated solutions.
  • Serve as a technical insurance expert by continually enhancing knowledge of carrier systems, portals, and products, ensuring clients receive informed and innovative recommendations.
  • Offer comprehensive insurance solutions tailored to Habitational, Watercraft, Travel, and Umbrella insurance needs, reinforcing a holistic approach to managing risk.
  • Maintain high levels of client retention by delivering exceptional service, proactive engagement, and value-driven solutions.
  • Manage and collect outstanding accounts receivable within the assigned book of business, ensuring efficient and accurate financial management.
  • Ensure meticulous record-keeping by obtaining required paperwork and maintaining up-to-date client records in the Broker Management System, supporting seamless service delivery
  • Perform other duties and responsibilities as assigned.

Where This Can Take You

We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive sales training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond!

What We Offer

  • Company matching RRSP contributions
  • Tuition financing and career-related training and development
  • Customizable flexible benefits options for you and your family
  • Mental and physical wellness initiatives
  • A positive, collaborative and team-oriented environment
  • Ongoing personal and career development

If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us/apply now.

The expected salary range for this position is $55,000 - $70,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
 

Our Culture Starts with You

  • We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
  • We want you to be INNOVATIVE and open to sharing your ideas
  • You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.
  • You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER
  • You work with a high degree of INTEGRITY and ACCOUNTABILITY

If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us or apply now. To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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