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Personal Insurance Executive
HUB InternationalPersonal Insurance Executive at HUB International providing tailored insurance solutions for clients. Focusing on client relationships, risk assessment, and continuous learning in a dynamic environment.
Tech Stack
Tools & technologiesSwift
About the role
Key responsibilities & impact- 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 (multiple properties, high-value collections, luxury vehicles, yachts, aircraft)
- Claims Advocacy – acting as a personal liaison during claims, ensuring swift resolution and white-glove handling
- 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 (e.g., cyber liability, climate exposures, global mobility issues)
Requirements
What you’ll need- 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 including offering unique solutions utilizing all offerings at Hub International
- 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
- Enjoy building new business relationships by asking for the business
- Skills in establishing referrals through local Realtors, Notaries, Mortgage Brokers and Centers of influence in the community
Benefits
Comp & perks- Extended health benefits
- Disability insurance
- RRSP matching
- Paid-time-off benefits
- Eligible bonuses for some positions
- Relocation allowance may also be available for qualified candidates
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Risk AssessmentCoverage DesignClaims AdvocacyPortfolio MonitoringNew Business DevelopmentInsurance ProgramsNegotiationProblem SolvingClient Relationship ManagementBespoke Insurance
Soft Skills
CommunicationResults DrivenSense of UrgencyNetworkingConfidentiality ManagementContinuous LearningClient ServiceRelationship BuildingProactive OutreachProblem Solving
Certifications
Level 2 General Insurance License