Account Manager, ProEx - Executive Risks

Who We Are

We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people.  Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion. 

What We’re Looking For

We are seeking an experienced Commercial Insurance professional to join our Professional & Executive Risks team (ProEx) as an Account Manager, managing and growing an established book of business that is largely cyber and technology related. You will provide the highest standard of client service - marketing and placing accounts, working closely with underwriters, and advising clients on coverage solutions that align with their evolving needs.

Requirements

• 5+ years of Commercial Insurance experience
  • Prior experience in financial lines or Executive Risk is strongly preferred
• Level 2 General Insurance License
• Passion for client service and a commitment to delivering a best-in-class experience
• High attention to detail - particularly in policy wording review, coverage gap identification, and proposal accuracy
• Strong work ethic; self-motivated and accountable
• Collaborative; works effectively both independently and in a team environment
• Strong communication skills, both written and verbal; comfortable presenting to clients and engaging with senior underwriters
• Working knowledge of Directors' & Officers' Liability, Employment Practices Liability, and/or Fiduciary Liability; desire to deepen technical expertise across all Executive Risk lines
• Minimum 5 years of commercial insurance experience; prior experience in financial lines or Executive Risk is strongly preferred
• Proven experience in account management and, ideally, new business development
• Recognized industry designation preferred (CAIB, CIP, CRM, BCIT Risk Management, etc.)

Responsibilities

• Manage and service an existing book of business focused on Directors' & Officers' Liability (D&O), Employment Practices Liability (EPL), Fiduciary Liability, and related Executive Risk lines
• Deliver the highest standard of client service across all accounts
• Lead the marketing and placement of Executive Risk accounts; work closely with specialty underwriters to structure and bind coverage
• Communicate proactively with clients and provide advice tailored to their risk profile and business context
• Remain current on Executive Risk market developments, coverage innovations, and carrier appetite changes
• Be proactive in anticipating client needs, identifying coverage gaps, and recommending appropriate solutions
• Recognize and actively pursue new business opportunities within the Executive Risk space
• Attend and actively participate in industry events, carrier forums, and company meetings; actively build your network
• Conduct market research on prospects and remain current on business issues relevant to D&O, EPL, and Cyber/Tech E&O
• Follow up on leads and convert prospects within the ProEx practice
• Generate new business revenue by presenting and placing Executive Risk coverage solutions
• Identify cross-sell and upsell opportunities across the ProEx practice verticals
• Meet and/or exceed monthly budgeted targets
• Continue professional development to enhance technical skills and market knowledge in Executive Risk
• Other duties and responsibilities as assigned

A Day in the Life

• Collaborate effectively with the ProEx team (VP Placement Specialist, Practice Leader, and support staff) to service all aspects of Executive Risk accounts
• Participate in the Critical Path renewal process where applicable
• Attend client meetings and calls; prepare for and contribute to D&O and Executive Liability renewal conversations
• Collect client data, develop expert submissions, identify coverage gaps, and present coverage solutions; negotiate rates and terms with underwriters; present proposals and bind coverage
• Prepare proposals, coverage summaries, cover notes, endorsement instructions, and client correspondence to the standard expected of a specialty ProEx practice
• Process all documentation in accordance with HUB workflows, including: Certificates of Insurance; Cover notes; Summaries and Proposals; New Business, Renewals, and Endorsements; Premium Finance contracts; Invoicing
• Attach all documentation accurately and promptly into EPIC
• Manage and collect Account Receivables
• Update CORE and the lost business tracker for reporting purposes
• Maintain accuracy of electronic files in EPIC, Policy Works, Certificate Exchange, and physical files as per agency standards
• Advise clients on applicable tax and licensing implications (clients to be directed to seek professional accounting or legal advice as appropriate)
• Exercise oversight over the New Business and Renewal Process and take ultimate responsibility for protecting HUB from E&O exposure on assigned accounts
• Be proactive in the claims process; work with the claims team and clients to facilitate effective claim resolution
• Other duties and responsibilities as assigned

Where This Can Take You

We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive sales training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond!

What We Offer

• Competitive compensation
• Company matching RRSP contributions
• Tuition financing and career-related training and development
• Customizable flexible benefits options for you and your family
• Mental and physical wellness initiatives
• A positive, collaborative and team-oriented environment
• Ongoing personal and career development

The expected salary range for this position is $85,000 to $120,000 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.

Our Culture Starts with You

• We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
• We want you to be INNOVATIVE and open to sharing your ideas
• You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.
• You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER
• You work with a high degree of INTEGRITY and ACCOUNTABILITY

If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us or apply now. To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel Required

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