Personal Lines Client Account Manager

About the role

HUB International is a global insurance broker offering a wide range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. We have more than 650 offices across the United States, Canada, and Puerto Rico with over 20,000 employees. Our regional offices focus on helping individuals and businesses evaluate and manage their risks and insurance needs. We are committed to superior customer service with employees dedicated to adding value to every client activity.

Summary

The Personal Lines Account Manager is responsible for managing the entire account-service process, marketing clients to various carriers, responding to client inquiries regarding coverage and eligibility, ensuring the accuracy of policies, endorsements, EOIs, and audits, and maintaining organized and accurate account files.

Duties and Responsibilities

• Managing a book of personal lines insurance business focused on mid-market accounts
• Preparing annual review reports and conducting client meetings to review the insurance program and making appropriate recommendations for improvements
• Working closely with a sales producer and other team members on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
• Acting as a liaison between clients and insurance carriers, resolving any service issues, negotiating with underwriters, troubleshooting claims and billing issues
• Understanding clients' insurance objectives and performing critical analysis to compare insurance plans for suitability
• Developing new business from existing accounts and assigned leads, exploring cross-selling opportunities when appropriate

Qualifications

• High School Diploma/GED; College degree preferred
• Few years of experience in an insurance Account Management role or Client Service Associate role (brokerage experience preferred), or a strong interest in insurance coming from a customer-service role
• Demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization
• Computer proficient with Microsoft Office Suite, Outlook, and AMS (Epic preferred)
• Must have, or be willing to obtain, Property & Casualty License
• Change advocate; goes above and beyond, and is fun to be around!

Your Future at HUB

If you value what we value, and like the perks along the way – Apply TODAY!

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.

E-Verify Program

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