The Team Lead & Account Manager is a dual-focus role within HUB Coastal's Complex Risk Commercial Insurance Division. This position blends client relationship management with team leadership, mentoring, and day-to-day operational support. The ideal candidate brings technical insurance expertise, a solutions-oriented mindset, and the ability to develop others while actively managing a commercial book of business alongside a Producer.

Responsibilities:

Client Management & Business Development

- Maintain and grow an existing book of commercial business with a high standard of client service working in partnership with a Producer
- Stay current on coverages and market developments; proactively anticipate and respond to client needs
- Prepare and manage new business submissions across available markets

Team Leadership & Development

- Support onboarding, training, and ongoing development of new and existing team members
- Coach and mentor staff at varying experience levels; reinforce service standards and process workflows
- Lead the team’s budget process
- Identify and implement operational process improvements that enhance service team effectiveness
- Build and develop training capability within the team

Operational & Technical

- Serve as the day-to-day resource for employee questions on technical, processing, and training matters
- Assist with problem-solving and decision-making in the absence of a manager
- Collaborate with Commercial Managers and Producers to ensure service excellence




- Review processing for accuracy and conduct regular account audits
- Reconcile accounting transactions and activities
- Monitor and manage accounts receivable aging
- Oversee month-end close and H2H billing processes in coordination with the Deal Desk

Career development

- Maintain ongoing professional development to strengthen technical knowledge and industry expertise
- Other duties as assigned

Qualifications

Required

- Minimum 5 years of commercial insurance experience
- BC Level 2 General Insurance License
- Proven account management experience
- Strong written and verbal communication skills
- Intermediate to advanced computer proficiency
- Excellent organizational and attention to detail

Preferred

- Recognized industry designation (CAIB, CIP, CRM, BCIT Risk Management Certificate, or equivalent)
- Experience in a team lead, mentoring, or supervisory capacity
- Familiarity with commercial brokerage systems and workflows

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredWe 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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

📌 Team Lead, Complex Risk Support Services (Vancouver)
🏢 HUB International
📍 Vancouver