Account Manager, Personal Lines

About the role

As a Personal Lines Account Manager at HUB, you will provide critical support to clients, manage a book of insurance business with a high degree of independent discretion and decision-making, and facilitate positive relationships with sales and account team colleagues.

Responsibilities

• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, ensuring account retention meets or exceeds expectations.
• Prepares and implements all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
• Stays abreast of changes in the insurance industry and external conditions that may impact clients; makes appropriate recommendations in response to those changes.
• Attends industry-related continuing education training and courses.
• Acts as liaison between clients and insurance carriers to resolve service issues; may negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate.
• Documents other insurance products and services clients purchase through other providers and identifies those providers.
• Maintains accurate and organized account files by documenting conversations, updating HUB systems, and ensuring data accuracy.
• Prepares reports, proposals, and comparisons for management as required.
• May be responsible for account rounding and developing new business in accordance with standard practices and policies.
• In conjunction with the producer or independently, manages, organizes, and conducts client meetings.
• Performs other duties and projects as assigned.

Requirements

• Hold a high school diploma/GED (college degree strongly preferred).
• Have at least 3+ years of related personal lines experience within a brokerage environment.
• Possess the confidence and demeanor to effectively interact with all levels within the organization.
• Be computer literate with Microsoft Office Suite and Outlook.
• Be well-organized with excellent verbal and written communication skills.

What we value

• Seeking a progressive work environment at a rapidly growing organization.
• Desire to help others protect their future.
• Entrepreneurial spirit and motivation to grow the business.
• Focus on learning and development to enhance industry knowledge and expertise.
• Self-starter willing to invest time and energy to learn the technical aspects of the business.
• Belief in integrity and building success through relationships with others.

Why choose HUB?

HUB offers a competitive, exciting, and friendly work environment that strategically positions employees for longevity and success. We invest in employee growth and development, fostering an entrepreneurial culture that empowers decision-making and expands industry knowledge. Competitive and flexible benefits options are tailored to evolving needs.