Personal Lines Account Manager

ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance because thats important for all of us Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry Growth potential - HUB is constantly growing and so can your career A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: The Account Manager manages a book of business in Personal Lines with a high degree of independent discretion, autonomy, and decision-making. As an Account Manager it is important to provide professional and courteous service to our clients, carrier representatives, Underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for overall retention of accounts and assigned book of business by partnering closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUBs best practices and standard procedures Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative. Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required Acquires understanding of clients insurance objectives and critically analyzes and compares insurance plans to determine suitability and may negotiate with Underwriters and carriers Stays abreast of changes in the insurance industry and other external conditions that may impact their clients by attending industry-related continuing education training and courses Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and changes independent of Manager approval Acts as liaison between clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment to resolve and troubleshoot claims and billing issues Travels on company business as required Monitors functions performed by junior-level Account Managers and Assistant Account Managers and supports, mentors and trains as necessary Performs other duties and projects as assigned REQUIREMENTS: Minimum of 3 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred Superior customer service and problem solving skills with the ability to work in a team environment Excellent written and verbal English communications skills required Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems Ability to work a regular, full-time work schedule at HUBs facility(s) and willingness to travel on business when required Supervisory, project leader, mentor or team leader experience preferred EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS High School Diploma or equivalent required; College Degree preferred Currently licensed in good standing in required lines and states with all necessary CE credits Advanced professional designation highly desirable (e.g. AAI, ARM, CIC) Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Up to 25% Required Education: High school or equivalent 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. The EEO is the Law poster and its supplement is available here at . EEOAA Policy ( E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) or . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Created: 2024-11-13