HNW Personal Insurance Executive Role, Penticton
HNW Personal Insurance Executive Role, Penticton
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Penticton, Canada
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Posted: less than a week ago
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Save
Description
HUB is seeking a Personal Insurance Executive specialized in high-net-worth clients. This position emphasizes relationship management, coverage design, and claims advocacy.
In this role, you will utilize HUB’s offerings to craft unique insurance solutions for HNW clients while providing exceptional service. Responsibilities include proactive outreach, negotiating with underwriters, and ensuring comprehensive coverage for complex assets.
Key Responsibilities:• Maintain concierge-level client relationships • Tailor insurance programs for complex assets • Serve as a liaison for claims resolution • Negotiate terms with specialty carriers • Track policy renewals and client changes
Requirements:• Must have Level 2 General Insurance License • 2–3 years in Personal Lines or account management • Excellent verbal and written communication skills • Strong problem-solving capabilities • Proven success in generating referrals and business
Drive client satisfaction and secure complex insurance portfolios at HUB with your expertise. #J-18808-Ljbffr
In this role, you will utilize HUB’s offerings to craft unique insurance solutions for HNW clients while providing exceptional service. Responsibilities include proactive outreach, negotiating with underwriters, and ensuring comprehensive coverage for complex assets.
Key Responsibilities:• Maintain concierge-level client relationships • Tailor insurance programs for complex assets • Serve as a liaison for claims resolution • Negotiate terms with specialty carriers • Track policy renewals and client changes
Requirements:• Must have Level 2 General Insurance License • 2–3 years in Personal Lines or account management • Excellent verbal and written communication skills • Strong problem-solving capabilities • Proven success in generating referrals and business
Drive client satisfaction and secure complex insurance portfolios at HUB with your expertise. #J-18808-Ljbffr
Highlights
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Company nameHUB International
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Job positionHNW Personal Insurance Executive Role
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