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 supports clients, manages their insurance business, and maintains positive relationships with sales and account team colleagues. They also attend industry-related training and courses, and troubleshoot claims and billing issues.

Duties & Responsibilities

• Works closely with Producers and other HUB personnel on client service, marketing, and renewal.
• Provides professional, courteous service to clients, carriers, underwriters, business partners, and HUB colleagues.
• Prepares and implements all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients' insurance objectives and critically analyzes insurance plans.
• Makes appropriate recommendations to clients based on industry changes.
• Attends industry-related continuing education 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 opportunities for cross-sell and up-sell of other HUB products and services.
• Documents other insurance products and services clients are purchasing through other providers.
• Maintains accurate and organized account files by documenting conversations and updating computer systems.
• Prepares reports, proposals, and comparisons for management.
• Manages, organizes, and conducts client meetings.
• 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

Skills & Abilities

• Effective communication orally and in writing with internal and external customers
• Ability to present information and respond to questions from groups of managers, clients, customers, and the general public
• Critical thinking: ability to identify problem strengths and weaknesses, review related information, and implement solutions
• 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 insurance and service vendors to meet clients' needs
• Ability to efficiently gather and analyze information and facts
• 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 phone
• Constantly operates a computer and other office productivity machinery

Benefits

• Comprehensive benefit and total compensation packages including health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, paid-time-off benefits, 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.

Contact Information

To apply, visit https://apply.hubinternational.com. For accommodation requests, contact the US Recruiting Team at (844) 300-9193 or USRecruiting@hubinternational.com.