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, we focus on providing peace of mind through tailored insurance solutions.

Opportunity

The Personal Lines Account Manager supports clients, manages their insurance portfolio, and maintains positive relationships with internal and external teams.

Duties & Responsibilities

• Works closely with producers and other HUB personnel on client service, marketing, and renewal
• Provides professional, courteous service to clients, carriers, and HUB colleagues
• Prepares and implements transactions, paperwork, and internal processing for assigned accounts
• Acquires understanding of clients' insurance objectives and critically analyzes insurance plans
• Stays informed about industry changes and makes appropriate recommendations to clients
• Attends industry-related training and courses
• Acts as a liaison between clients and insurance carriers to resolve service issues
• Negotiates with underwriters and carriers
• Troubleshoots claims and billing issues
• Identifies and pursues opportunities for cross-selling and upselling other HUB products and services
• Maintains accurate and organized account files
• Documents conversations with clients and carrier representatives
• Updates HUB computer systems and automated agency management systems
• Prepares reports, proposals, and comparisons for management
• Manages and organizes client meetings
• Performs other duties as assigned

Qualifications

• High School Diploma/GED (College degree preferred)
• 1-3 years in an insurance Account Management role (or equivalent combination of education and experience)
• Currently licensed in good standing in required lines and states

Skills & Abilities

• Effective communication orally and in writing
• Ability to present information and respond to questions professionally
• Critical thinking and problem-solving skills
• Desire to learn and grow within the insurance industry
• Confidence and ability to handle difficult or emotional situations
• Strong client relationship management skills
• Teamwork and coaching abilities
• Problem-solving and organizational skills
• 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
• Occasional movement about the office
• Constantly operates computers and office machinery

Benefits

• 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

Equal Opportunity Employer

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran's status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.