Personal Insurance Account Manager

Benefits

Additional Information

We are seeking an Account Manager to join our growing Personal Lines team! In this role, you will assist Account Managers and our Producer in servicing assigned Personal Lines accounts in accordance with the company's practices, policies, and procedures. You will play a key part in supporting client retention, maintaining strong carrier relationships, and delivering exceptional day-to-day service. In this role, you will: Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures Make major decisions independent of manager approval on the book for which you are responsible Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts Acquire understanding of clients' insurance objectives and critically analyze and compare insurance plans to determine suitability Stay abreast of changes in the insurance industry and other external conditions that may impact their clients; make appropriate recommendations to clients in response to those changes independent of manager approval Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve May also negotiate with underwriters and carriers Troubleshoot claims and billing issues Responsible for overall retention of accounts in assigned book of business Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals; identify and follow-up on cross-selling opportunities when appropriate Manage, organize, and conduct client meetings when necessary Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary; ensure the accuracy of data in those systems Travel on company business as required Prepare reports for management as required Attend industry related continuing education training and courses What you offer us: 2-5 years of experience and demonstrated proficiency in insurance account management Prior agency/brokerage experience is preferred High School diploma or equivalent required Currently licensed in good standing in required lines and states Current with all necessary CE credits in required lines and states Excellent written and verbal communications skills Superior customer service and problem-solving skills Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s) Ability to work in a fast-paced, team environment What we offer you: A rewarding job that helps local businesses in the community Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options Generous time-off policies A work/life balance because that's important for all of us Learn from the expertise of your coworkers Growth- HUB is growing, and so can your career Be part of a motivated team Additional benefits based on qualifications of applicant About HUB: HUB International is a leading 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. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Why Choose HUB? At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with finan