Personal Lines Client Account Manager

About the role

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 Work 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 Act as a liaison between clients and insurance carriers, you will be responsible for resolving any service issues, as well negotiating with underwriters and troubleshooting claims and billing issues Understand clients' insurance objectives and critical analysis are required to compare insurance plans for suitability Help develop new business from existing accounts and assigned leads and explore cross-selling opportunities when appropriate.

Requirements

• High School Diploma / GED; College degree strongly 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
• You have 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
• You are a change advocate; you go above and beyond, and you are fun to be around!
• Your future with HUB:
• Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
• Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
• Our Core Values:
• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve customers, communities and colleagues.
• If you value what we value, and like the perks along the way - Apply TODAY !
• Department Account Management & Service
• Required Experience: 1-2 years of relevant experience
• Required Travel: No Travel Required
• Required Education: High school or equivalent
• E-Verify Program

Benefits

Additional Information

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period.

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