Account Manager, Personal Lines

About the role

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, our focus is on providing peace of mind through tailored insurance solutions.

Opportunity

The Personal Lines Account Manager I supports clients, manages a book of insurance business, and develops new business. They also troubleshoot claims and billing issues, and attend industry-related continuing education training.

Duties & Responsibilities

• Works alongside and cooperatively with Producers, if assigned on accounts, serving as the HUB’s primary contact to the client.
• Serves as the primary point of contact for clients, carriers, underwriters, business partners, and HUB colleagues, ensuring high account retention rates.
• Manages account rounding and new business development as appropriate.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients' business and insurance objectives and critically analyzes insurance plans for suitability.
• Acts as a liaison between clients and insurance carriers to resolve complex service issues.
• Negotiates with underwriters and carriers, troubleshoots claims and billing issues, and maintains accurate and organized account files.
• Develops new business from existing accounts and assigned leads, and prepares annual review reports and client meetings.
• Maintains strong client relationships, works with insurance and service vendors, and coaches less experienced Account Managers and Client Support Specialists.
• Identifies and follows-up on cross-selling opportunities, and seeks continued knowledge of the insurance industry to make appropriate recommendations to clients.
• Performs other duties and projects as assigned.

Qualifications

• High School Diploma / GED; College degree strongly preferred
• 1-3 years in an insurance Account Management role (brokage experience preferred) or equivalent combination of education & experience
• Currently licensed in good standing in required lines and states
• HNW, E&S, Agency Bill, broad marketing/carrier knowledge and experience required

Skills & Abilities

• Effective and professional communication orally and in writing
• Ability to present information and respond to questions from groups of managers, clients, customers, and the general public
• Critical thinking and problem-solving skills
• Desire to learn and grow within the insurance industry
• Confidence and demeanor to effectively interact with all levels within the organization
• Ability to develop and maintain strong client relationships
• Ability to work effectively with a team and coach others
• Computer skills: proficiency with Microsoft Office Suite, Outlook, and agency management systems

Working Conditions & Physical Demands

• Primarily stationary position for the majority of the workday
• Frequent communication with colleagues and clients in person and on the telephone
• Constantly operates a computer and other office productivity machinery

Why Choose HUB?

• Competitive, exciting, and friendly work environment
• Continuous opportunities for growth and development
• Entrepreneurial culture fostering decision-making for customers and organization
• Comprehensive benefit and total compensation packages including health/dental/vision/life/disability insurance, FSA, HSA, 401(k), paid-time-off, and eligible bonuses, equity, and commissions for some positions

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

No travel required

Required Education

High school or equivalent