About The Role
HUB continues to grow and is seeking a dynamic Leader to join our Personal Insurance team based in Toronto, Ontario, to help lead a practice in providing expert personal insurance portfolio management and service excellence to Private Client Group (PCG) High Net Worth clients. We are looking for a strong, detailed oriented individual to develop workflow strategies, retention and improving the customer experience. This is a great leadership opportunity!
What You’ll Do
The objective is to mentor and coach our support team within our Private Client Group, improving our operational effectiveness while supporting a sales culture and customer retention. This position reports to the Vice President, Private Client Group and is responsible for, but not limited to:
- Talent Management including hiring, resource management, role clarity, performance development and management planning
- Coaching and mentoring our support team in Private Client including developing stretch performance plans for succession planning and employee retention
- Review management reporting and team production and provide solutions in areas of opportunity.
- Coach the team to ensure that all high net worth clients insurance needs are achieved supported with a boutique service model
- Ensure our support team is trained and follows our HUB way workflows to effectively support account and portfolio managers as well as our clients
- Represent HUB Ontario at industry & client events
- Increase overall effectiveness of best practices within the PCG department
- Acting as a strong HUB Private Client Management ambassador at relevant events, some may occur during the evenings and occasionally weekends
- Help conduct effective PCG Team meetings and providing updates on goals and targets and any new initiatives
- Collaborates closely with leadership colleagues and other parts of HUB to support cross-sell initiatives
- Works very closely with the VP & SVP on strategy, workforce planning and participates in various leadership initiatives as required
What You’ll Need for Success
- University Degree or College Degree in Business or equivalent work experience
- Previous experience in people leadership with a focus on creating a strong team culture
- Prior experience with High Net Worth clients in financial servicers and/or insurance
- Strong working knowledge of personal insurance products for High Net Worth clients
- Strong consultative and client focused approach
- Team player and ability to collaborate with the Personal Insurance Leadership Team and insurance company partners
- Strong business acumen
- Positive track record of effective client management
- Strong communication and presentation skills
- RIBO Licensed preferred
- EPIC experience and knowledge preferred
- Must have a valid Ontario Driver’s License for client visits and meetings
Why Choose HUB?
When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.
We’re committed to you and your well-being with a variety of benefits such as:
- Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)
- A flexible hybrid environment and paid time off that allows for a work/life balance
- Lavish and flexible benefits options that cater to your individual needs with a company RRSP match
- A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement
- Reimbursement of license fees and professional membership dues
- Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance
Service is one of our founding values – not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.
HUB is strongly committed to diversity, equity, and inclusion in the workplace. We strive to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users. Assistance and/or accommodation are available by request for candidates taking part in the selection process.
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Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
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