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Manage accounts receivable and commission payments, reconcile bank accounts and ledgers, maintain AR files and client records, resolve payment issues with clients, assist onboarding acquisition entities onto AR systems, and perform general administrative duties while improving processes.

Manage and grow an existing book of insurance and investment clients while cultivating new relationships. Provide financial planning and risk-management advice, analyze client needs, complete applications, execute transactions, and recommend strategies to grow portfolios. Maintain compliance and stay current on industry products and regulations.

Provide administrative support for Personal Insurance: update and invoice policies, perform quality reviews, prepare refunds, scan and attach documentation, handle incoming/outgoing mail, reconcile ICBC Autoplan transactions, monitor inventories, liaise with ICBC, and perform other assigned duties.

The Account Manager oversees a book of business in commercial insurance, providing client service, managing accounts, and ensuring accurate documentation.

Design and deliver tailored insurance and investment solutions, engage and convert clients, complete applications and transactions accurately, collaborate with internal teams, and maintain regulatory and industry knowledge to support client financial plans.

Lead and build the Complex Risk practice, advise large/high-liability clients on risk identification, analysis and financing, manage key client relationships and account transitions, pursue new business and market opportunities, mentor colleagues, and stay current on coverage options and emerging risks.

Lead commercial lines sales strategy and team development to grow revenue, retain renewals, optimize client experience, manage carrier relationships, oversee new business and renewal processes, and ensure compliance and operational excellence. Mentor staff, assign leads, run reporting, and collaborate across functions to improve processes and protect HUB from E&O.

Handle incoming claim inquiries, open submitted claims, educate consumers and builders on the claims process, manage claims inbox, expand and vet contractor network, and perform additional assigned claims support tasks.