Account Manager, Personal Lines
Santa Barbara, California, United States of America
Full Time
1 day ago
$70,000 - $75,000 USD
No H1B
Key skills
Account ManagementSales
About this role
Role Overview
- Provides critical support to clients
- Manages a book of insurance business
- Facilitates positive and effective relationships sales and/or account team colleagues
- Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal
- Attends industry related continuing education training and courses
- Acts as liaison between clients and insurance carriers to resolve service issues
- Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs
Requirements
- Hold a high school diploma/GED (college degree strongly preferred)
- 1-3 years in an insurance Account Management role (brokerage experience preferred)
- Currently licensed in good standing in required lines and states.
- proficiency with Microsoft Office Suite, Outlook and agency management systems.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses,equity and commissions for some positions