Personal Lines Account Manager

Role Overview

• Manage a book of Personal Lines including High net-worth/Private Client insurance business
• Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
• Provides a high level of support to Producers in obtaining, maintaining, and expanding business
• Responsible for account rounding and the development of new business when appropriate
• Make decisions on books of insurance business
• Work closely with Producers and other HUB personnel on client service, marketing, and renewal
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Acquire understanding of clients’ insurance objectives and analyze insurance plans for suitability
• Stay abreast of changes in the insurance industry and make appropriate recommendations to clients
• Act as liaison between clients and insurance carriers to resolve escalated complex service issues
• May negotiate with underwriters and carriers
• Troubleshoot claims and billing issues
• Responsible for overall retention of accounts
• Develop new business from existing accounts and assigned leads
• Identify cross-selling opportunities
• Manage and conduct client meetings when necessary
• Document conversations with clients and carrier representatives and update HUB computer systems
• Ensure accuracy of data in systems
• Travel on company business as required
• Prepare reports for management as required
• Attend industry related continuing education training and courses
• Perform other duties and projects as assigned

Requirements

• Excellent oral and written English 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 systems.
• Ability to work in a team environment.
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.
• Required Experience: 2-5 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent

Benefits

• 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
• Paid Parental Leave
• Generous PTO Package
• Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s 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