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.

Responsibilities

• Works alongside and cooperatively with Producers, if assigned on accounts, serving as the HUB's primary contact to the client.
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, ensuring high account retention rates.
• Maintains understanding of clients' business and insurance objectives, critically analyzing and comparing insurance plans to ensure suitability.
• Acts as a liaison between clients and insurance carriers to resolve complex service issues, including policy interpretation and experience-based judgment.
• Negotiates with underwriters and carriers, troubleshoots claims and billing issues, and oversees the preparation and implementation of all transactions for assigned accounts.
• Develops new business from existing accounts and assigned leads, contributing to departmental production goals.
• Identifies and follows-up on cross-selling opportunities, prepares annual review reports, and conducts client meetings to review and improve insurance programs.
• Manages less experienced Account Managers and Client Support Specialists, ensuring accurate and organized account files are maintained.
• Stays informed about changes in the insurance industry and external conditions impacting clients, making appropriate recommendations.
• Attends industry-related continuing education training and courses, performs other duties and projects as assigned.

Qualifications

• High School Diploma / GED; College degree 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