Private Client Account Manager role at HUB overseeing client accounts and providing exceptional service. Supporting a diverse team and managing complex client needs effectively.
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 and larger clients with complex 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
Requirements
Level 2 Insurance license
Completion of CAIB or CIP designation is required
Completion of an advanced insurance designation such as CPIB/CCIP/FCIP/CRM considered an asset
7+ years of commercial property & casualty experience is required
Motivated to help support a diverse team
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
Benefits
Excellent compensation
Benefits
RRSP match
Referral incentives
Company perks
Paid educational training
Vast learning opportunities
Room for advancement and growth within the organization
Manager leading the MyClient Support team at CIBC, providing leadership and management for operational activities and ensuring high client service levels.
Manager leading a team in Group Benefits Member Administration at Manulife. Overseeing operations, driving quality service and client satisfaction in a fast - paced environment.
Client Service Representative at CIBC helping clients manage their banking needs in a fast - paced environment. Engaging with clients and providing technology assistance while working full - time on - site.
Account Executive supporting PR, SEO, and Social client projects at Rise at Seven. Building client relationships and driving award - winning strategies in a hybrid environment.
Client Care Specialist at Gateway Services providing quality customer service in pet aftercare. Responsible for customer interactions, product knowledge, and administrative tasks while ensuring client satisfaction.
Executive Assistant to Head of BCM Client Services handling various administrative tasks to support leadership at EXL. Requires strong communication and organizational skills for effective collaboration.
Client Services Representative managing relationships for TPA and Non - TPA clients in FinTech. Ensuring smooth transitions for retirement plans while fostering business growth and client retention.
Senior Client Services Partner leading key club customer engagements and driving revenue growth. Responsible for account success and metrics while working in a hybrid model from Lake Mary, FL.
Client Support Executive role in Pensions team supporting client service and administrative tasks. Offering assistance in onboarding, engagement management, and client communications in a hybrid setup.
Client Support Executive Team Leader at Law Debenture managing a pensions team and transitioning to a client - focused model. Ensuring high standards and effective team coordination in client service delivery.