Personal Lines Account Manager

What We Offer You At HUB International

• Benefits Package: Includes medical, dental, and vision (PPO, HMO, and HSA), comprehensive wellness program, 401(k) retirement plan, life and disability plans, vacation, holiday, sick, and personal time off, pet insurance, bonus program, comprehensive onboarding program, continuing education/personal development programs, flexible work arrangements, employee engagement events, dress for your day, dress-code service awards.
• Work-Life Balance: Foster your learning, support your endeavors, and encourage your growth.
• Career Opportunities: Move upward in our organization with opportunities for career-driven individuals.

Job Responsibilities

• Lead the customer service and client segmentation strategy for your book.
• Manage client segmentation for your book of business, reviewed annually.
• Analyze and compare insurance plans to determine suitability.
• Provide advice to clients on claims as needed.
• Coordinate with Sales Executives to ensure a smooth onboarding process.
• Act as liaison between clients and carriers to solve issues.
• Utilize carrier service centers as necessary.
• Retain clients and revenue.
• Lead your clients annual review process and deliver our customer service commitment based on client segmentation.
• Effectively communicate rate increases in a way that highlights our value.
• Lead the remarket process with Associate Account Managers as necessary.
• Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue.
• Grow book by account rounding and asking for referrals.
• Develop new business revenue from existing accounts via cross sell and referrals.
• Contact clients on monoline list and prior year lost business report for opportunities.
• Prepare and present insurance quotes to clients based on need.
• Reduce E&O exposure.

Job Requirements

• Valid Michigan Property/Casualty insurance license.
• Current with all necessary CE credits in required lines and states.
• 3+ years’ experience and demonstrated proficiency in insurance account management role.
• Superior customer service and problem-solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system.

About the Role

Lead the customer service function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals. Reduce E&O exposure.

Department

Account Management & Service

Required Experience

Travel: Required

Education

HUB International Limited is an equal opportunity 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.