Talent.com
019986 Hub International Canada West ULC (Canada West)
Private Client, New Business Account Manager019986 Hub International Canada West ULC (Canada West) • Kelowna, BC
Private Client, New Business Account Manager

Private Client, New Business Account Manager

019986 Hub International Canada West ULC (Canada West) • Kelowna, BC
11 days ago
Salary
CA$75,000.00 yearly
Job type
  • Full-time
Job description

Hi, we’re HUB!

We are a leading North American insurance brokerage that advises 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

The Private Client, New Business Account Manager, is responsible for generating new business within HUB’s Personal Lines division. This role focuses on prospecting, pipeline management, and the placement of personal lines insurance coverage for new clients, including those with higher-value assets. The Account Manager works within an established team structure, with access to internal resources, underwriters, and carrier partners to support new business activity. This is a sales-driven role requiring strong personal lines product knowledge, a proactive approach to outreach, and the ability to build referral relationships with centers of influence.

Key Responsibilities

Sales & Business Development

  • Prospect for new personal lines clients through outreach, networking, referrals, and leads generated through branch and internal partner channels.

  • Manage an active sales pipeline to support consistent new business production in line with individual targets.

  • Support the preparation and presentation of personal lines insurance solutions for prospective clients.

  • Build referral relationships with centers of influence including wealth advisors, real estate professionals, mortgage brokers, and notaries to generate qualified leads.

Account Management & Operational Support

  • Educate clients on personal lines coverage options and identify gaps aligned with their insurance needs.

  • Maintain accurate documentation, policy files, endorsements, and accounts receivable to support new business placement and policy execution.

  • Coordinate with internal teams, underwriters, and carriers to support coverage placement for new clients.

  • Maintain working knowledge of personal insurance market trends and carrier products relevant to the client base.

Client & Community Engagement

  • Represent HUB at community events, sponsorships, and networking activities to support new business development.

  • Support RFP presentations and prospect meetings as required.

Qualifications & Experience

  • Level 2 General Insurance license or equivalent required.

  • Minimum 2–3 years of personal lines insurance experience required.

  • Solid working knowledge of personal lines insurance products including home, auto, and umbrella programs. Exposure to higher-value or specialty risks required.

  • Demonstrated sales activity and pipeline management, with an ability to prospect and generate new business.

  • Strong written and verbal communication skills with a professional client-facing presence.

  • Ability to manage multiple accounts and competing priorities while delivering consistent service quality.

  • Self-directed work style with the ability to function effectively within a team environment.

  • Completion of or progress toward industry designations (e.g., CAIB, CIP, CRM) considered an asset.

Why Join HUB?

  • Competitive compensation.

  • Comprehensive tuition financing and career-related training and development.

  • Company-matching RRSP contributions.

  • Customizable flexible benefits options for you and your family.

  • Work-life balance through flexible scheduling and hours.

  • A progressive employee assistance program.

  • Mental and physical wellness initiatives.

  • HUB Gives: we are a company that gives back and is active in the community.

Salary Expectations –

The expected base salary range for this position is $75,000 to $90,000, plus commission, 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.

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 . If you require any accommodations during the hiring process, please reach out to to request this. Only candidates selected for an interview will be contacted.

#LI-POST

#LI-onsite

Department SalesRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Create a job alert for this search

Private Client, New Business Account Manager • Kelowna, BC

Similar jobs

Business Development Representative

Wayside PressVernon, Regional District of North Okanagan, Canada
Full-time

Summary: As a Business Development Representative specializing in Direct Mail and Customer Data Platform (CDP) services, you will be responsible for identifying and acquiring new clients for our ... Show more

 • Promoted

Become a Management Trainee with Enterprise

Enterprise HoldingsKelowna
Full-time

Embark on your management journey with Enterprise Mobility as a Management Trainee! This immediate opening offers training in sales, customer service, and operations in Kelowna.The Management Train... Show more

 • Promoted

Remote Recruiter Position with High Earning Potential Worldwide

RecXchangeVernon, Regional District of North Okanagan, CA
Remote
Part-time

Elevate your recruitment game with a remote role focused on candidate placements.Earn between $3,000-$11,000 for each successful hiring.This Remote Recruiter position is perfect for those looking t... Show more

 • Promoted

Scotiabank Financial Planner - Investment Focus

ScotiabankVernon, Regional District of North Okanagan, CA
Full-time

Take on the role of Financial Planner at Scotiabank in Vernon, British Columbia, specializing in Investment and Retirement Planning.Utilize financial tools to help clients achieve their goals throu... Show more

 • Promoted

Self-Driven Business Development Partner

One Eighty SuccessKelowna, British Columbia, Canada
Full-time

Ignite your entrepreneurial spirit as a self-driven partner in the personal development industry.Enjoy flexible hours while receiving extensive training and support to create your success.This oppo... Show more

 • Promoted

Pharmacy Manager

Loblaw Companies LimitedVernon, Regional District of North Okanagan, CA
Permanent

Come make your difference in communities across Canada, where authenticity, trust and making connections is valued – as we shape the future of Canadian retail, together.Our unique position as one o... Show more

 • Promoted

Growth-Minded SMB Account Manager — Portfolio (BC Interior)

TEEMA Solutions GroupKelowna, Regional District of Central Okanagan, CA
Full-time

A leading sales organization is seeking a motivated candidate to manage customer accounts in the BC Interior region.You will promote services, achieve sales targets, and establish strong customer r... Show more

 • Promoted

Commercialization Product Manager

SNDL Inc.Kelowna, Regional District of Central Okanagan, CA
Full-time

Commercialization Product Manager.SNDL is a public company whose shares are traded on the Nasdaq under the symbol "SNDL.SNDL is the largest private-sector liquor and cannabis retailer in Canada wit... Show more

 • Promoted

Floater Pharmacist — Growth, Flexible Shifts & Bonuses

London Drugs INTERNALVernon, Regional District of North Okanagan, CA
Full-time

A community-oriented pharmacy is seeking a Floater Pharmacist in Vernon, Canada.This role emphasizes patient care and requires a Bachelor of Science in Pharmacy.Ideal candidates will possess strong... Show more

 • Promoted

Real Estate Agent

Royal LePage KelownaKelowna
Full-time

This is a full-time, on-site Real Estate Agent role based in Kelowna, BC.The Real Estate Agent will represent buyers and sellers in residential and/or commercial transactions, including conducting ... Show more

 • Promoted

Account Manager

FitziiVernon, Regional District of North Okanagan, CA
Full-time

Rexel is a world leader in the electrical distribution market, operating in 18 Countries and leveraging a network of 1950 branches and 27000 employees.We provide innovative electrical solutions and... Show more

 • Promoted

Private Client Advisor

Summit Commercial SolutionsKelowna, Regional District of Central Okanagan, CA
Full-time

Building the commercial brokerage of the future.Summit is a boutique commercial insurance firm headquartered in Kelowna and serving businesses across Canada.We are a venture-backed, tech-enabled co... Show more

 • Promoted

Account Manager

Gillfor DistributionKelowna, Regional District of Central Okanagan, Canada
Full-time

Gillfor Distribution is seeking a new full-time position, highly motivated, and experienced Outside Account Manager for our Kelowna, British Columbia location.The Gillfor Outside Account Manager is... Show more

 • Promoted

Family Lawyer

Synectics Inc.Vernon, British Columbia, Canada
Full-time

We respectfully acknowledge that we live and work on the traditional, unceded territory of the Okanagan Syilx People.We are seeking an experienced Family Lawyer to join a growing legal team in a fu... Show more

 • Promoted

Client Relations and Operations Manager

Pivot + EdgeKelowna, Regional District of Central Okanagan, Canada
Full-time

This role is designed for a confident professional who excels in business development and client engagement.You will serve as the first point of contact for prospective clients, representing the co... Show more

 • Promoted

Strategic Development Program Trainee

Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire ProtectionVernon, Regional District of North Okanagan, CA
Full-time

Are you looking to jump‑start your career?.Whether you see yourself in sales, management, operations, or customer service, the Strategic Development Program will prepare you to create your ideal ca... Show more

 • Promoted

Strategic Development Trainee at EMCO

Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire ProtectionVernon
Full-time

Kickstart your professional journey with EMCO as a Strategic Development Trainee.This full-time role equips you with skills in various vital business areas.At EMCO HVAC Vernon, this program involve... Show more

 • Promoted

Client-Focused Assurance & Accounting Manager

MNPKelowna, British Columbia, Canada
Full-time

A national accounting and consulting firm is seeking a Manager, Assurance and Accounting in Kelowna.This mid-senior level role involves leading client engagement teams, providing audit and assuranc... Show more

 • Promoted

Earn Money By Taking Surveys - Remote

AlmediaColdstream, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Programs & Business Operations Lead - C$80 An Hour

US Tech SolutionsKelowna, Canada
Full-time

This role involves leading and coordinating business operations, driving strategic decisions, and managing cross-functional initiatives. Show more