Financial Planner growing and managing a portfolio of mass affluent clients at RBC. Providing tailor - made advice and cultivating relationships for client financial success.
About the role
- Account Manager responsible for servicing insured clients and managing renewals at HUB Insurance. Handling daily operations and delegating to assistant account managers while ensuring policy accuracy.
Responsibilities
- Servicing the day-to-day needs of our insureds
- Managing the execution of all aspects of the client renewal
- Managing and delegating work to assistant account managers
- Maintaining accurate policy and insured info in agency management system (EPIC)
Requirements
- 3 years insurance account management experience
- Excellent verbal and written communications
- Familiarity with EPIC agency management system is a plus
- Proficiency in Microsoft Office products
Benefits
- 401k plan where the Company matches 50% of the first 6% you contribute
- Paid parental leave
- Medical, dental, and vision options
- Robust wellness program
- Paid vacation, paid holidays, floating holidays and more!
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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