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, HUB has grown through successful mergers and acquisitions. We offer comprehensive benefits including medical, dental, vision, wellness programs, retirement plans, life and disability insurance, and more. Our flexible work arrangements and employee engagement events foster a supportive work environment.
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
- Cook up a smooth onboarding process for clients
- 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
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 including medical, dental, vision, wellness programs, retirement plans, life and disability insurance, and more. Flexible work arrangements and employee engagement events are also available.