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.
• Serves as the primary point of contact for clients, carriers, underwriters, business partners, and HUB colleagues, ensuring account retention meets or exceeds expectations.
• Manages account rounding and develops new business as appropriate, contributing to departmental production goals.
• Identifies and pursues cross-selling opportunities and prepares annual review reports and client meetings to review and improve the insurance program.
• Maintains accurate and organized account files, updating HUB computer systems and automated agency management systems, ensuring data accuracy.
• Oversees functions performed by less experienced Account Managers and Client Support Specialists as needed.
• Continuously learns about the insurance industry and makes appropriate recommendations to clients based on identified changes.
• 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