Personal Lines Insurance Account Handler supporting clients in Leeds by managing their insurance queries. Building relationships and providing top - notch customer service as first point of contact.
About the role
- Personal Insurance Executive at HUB International providing expert advice and solutions for clients' insurance needs. Focusing on relationship management and bespoke coverage design in Canada.
Responsibilities
- Client Relationship Management – proactive outreach, annual review calls, and maintaining concierge-level service for HNW clients.
- Risk Assessment & Coverage Design – tailoring bespoke insurance programs for complex assets.
- Claims Advocacy – acting as a personal liaison during claims.
- Market & Carrier Engagement – liaising with HNW underwriters, negotiating terms, and staying updated on specialty products.
- Portfolio Monitoring – tracking policy renewals, coverage gaps, and changes in client circumstances or asset values.
- New Business Development – networking in luxury, financial, and professional circles to generate referrals.
- Discretion & Privacy Management – safeguarding client confidentiality while coordinating with attorneys, wealth managers, and family offices.
- Continuous Learning – keeping current on evolving risks.
Requirements
- Level 2 General Insurance License
- Minimum 2-3 years of experience as a Personal Lines producer or account manager
- Strong verbal and written communication skills
- Demonstrated problem solving skills
- Results driven and enjoy the challenge of meeting and exceeding goals
- Strong sense of urgency to serve the client’s needs as your top priority
- Skills in establishing referrals through local Realtors, Notaries, Mortgage Brokers and Centers of influence in the community.
Benefits
- extended health benefits
- disability insurance
- RRSP matching
- paid-time-off benefits
- eligible bonuses
- relocation allowance
Job title
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Personal Lines Insurance Account Handler supporting a designated client portfolio. Building relationships and assisting with queries based in Leeds - West Village.
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