Personal Insurance Retention Advisor

Hi, we’re HUB!

We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

Are you a bright, outgoing, people-oriented person? If so, this is the CAREER for you!

As a Personal Insurance Retention Advisor, you will be responsible to provide support, training and service for personal lines retail staff. You will offer guidance and solutions, to system, process, or products in complex or hard to place cases. You will provide training and onboarding of new staff or progression of existing staff, through the company training program. You will step in and service books or lead opportunities while we hire and train replacement staff. You will be the subject matter expert in all things relating to personal insurance lines. 

Day in the Life:

• Assume assignment of vacant servicer books and service those clients until replacement staffing is in place and trained (Changes, Renewals, Remarkets, etc.) 
• Train new staff through the company training program, HUB Ready
• Evaluate the readiness or if any, gaps in the learning path of new staff  
• Assist in development of existing staff
• Be available for support calls and provide guidance to staff for questions on workflows or product solutions
• Resolve or escalate and customer service or compliant issues
• Work closely with the Branch Manager or Personal Lines Manager to ensure seamless quality serving on accounts
• Escalate any concerns or issues to management 

What you will bring to the team –

• Excellent working knowledge of EPIC, ARS and carrier portals
• Demonstrated Personal Lines knowledge and expertise
• Passion for service excellence helping other learn and grow    
• Proven communication and training skills
• Level 2 licensing

Salary Expectations –

The expected salary range for this position is $50,000.00 to $60,000.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions. If you believe that your qualifications and experience surpass the minimum requirements for this role, we encourage you to submit your application. By doing so, we will be able to keep your application on file for consideration for potential future positions within our organization.

Why Join HUB?

• Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together!
• We work hard and play hard! Get ready for our Staff Holiday Parties!!
• Paid day off for your birthday – we want to celebrate you!
• Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities
• Room to grow within the organization
• Lots of company perks, benefits, RRSP matching and great compensation

Your future with HUB –

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

At HUB, we value education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.     

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

•             Entrepreneurship: We encourage innovation and educated risk-taking.

•             Integrity: We do the right thing every time.

•             Teamwork: We work together to maximize results.

•             Accountability: We measure and take responsibility for outcomes.

•             Service: We serve customers, communities and colleagues.

If you value what we value, and like the perks along the way – Apply TODAY!

The employment offer is contingent upon completion of a successful background check.

HUB is a company where your contributions will make a difference.  We invite you to learn more about our team at www.hubinternational.com. If you require any accommodations during the hiring process, please reach out to hcw.hr@hubinternational.com to request this. Only candidates selected for an interview will be contacted.

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Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent