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 business, and maintains positive relationships with sales and account team colleagues.

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 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
• Prepares reports, proposals, and comparisons for management
• Manages, organizes, and conducts client meetings

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

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 develop and evaluate options
• 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; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs
• Ability to work with a team and coach others in developing their skills and abilities
• Ability to gather pertinent information and facts, analyze and solve problems, and prioritize and organize multiple tasks
• 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), 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.

E-Verify Program

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Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

Yes

Education

High school or equivalent