Personal Insurance Executive
HUB International • penticton, Canada
Role Description
Overview
Hi, we’re HUB! We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals.
About the Role
Personal Insurance Executive – responsible for leveraging our in‑house Personal Lines program, High Value programs, special risk options, and regular market offerings to provide expert advice and tailored solutions for clients.
Responsibilities
- 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.
- Claims Advocacy – acting as a liaison during claims for swift resolution.
- Market & Carrier Engagement – liaising with HNW underwriters, negotiating terms, and staying updated on specialty products.
- Portfolio Monitoring – tracking policy renewals, coverage gaps, and changes...