Personal Lines Account Manager

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.

About the role

HUB International is a global insurance and employee benefits broker committed to empowering both clients and employees. With over 19,000 employees in 500 offices across North America, we have grown through successful mergers and acquisitions. We offer a comprehensive range of products and services designed to protect businesses and individuals in our local communities.

Responsibilities

• Lead the customer service and client segmentation strategy for your book
• Manage client segmentation for your book of business, reviewed annually
• Gain an understanding of client insurance objectives and make recommendations
• Analyze and compare insurance plans to determine suitability
• Provide advice to clients on claims as needed
• Cook up the onboarding process for clients
• Act as liaison between clients and carriers to solve issues
• Utilize carrier service centers as necessary
• Retail 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

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
• Ability to work in a team environment
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system

Qualifications

Department Account Management & Service Required

Experience Required

Travel: Required

Skills

Required

Benefits

We offer a comprehensive benefits package that includes medical, dental, and vision coverage, a wellness program, a 401(k) retirement plan, life and disability plans, vacation, holiday, sick, and personal time off, pet insurance, a bonus program, a comprehensive onboarding program, continuing education/personal development programs, flexible work arrangements, employee engagement events, dress for your day, dress-code service awards, and more. Please visit our website for details.