Personal Lines Account Manager
HUB International
Personal Lines Account ManagerAt HUB International, 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. Our structure enables our teams to maintain their own unique, regional culture.HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in over 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.Here's Where You Come InLead the customer service function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals. Reduce E&O exposure.Job ResponsibilitiesDevelop and maintain relationships with target market clients to ensure that service needs are met proactivelyManage client segmentation for your book of business, reviewed annuallyGain an understanding of client insurance objectives and make recommendationsAnalyzes and compares insurance plans to determine suitabilityProvide advice to clients on claims as neededCoordinate with Sales Executives to ensure a smooth onboarding processAct as liaison between clients and carriers to solve issuesUtilize carrier service centers as necessaryRetain clients and revenueLead your clients annual review process and deliver our customer service commitment based on client segmentationAbility to effectively communicate rate increases in a way that highlights our valueLead the remarket process with Associate Account Managers as necessaryNotify Channel Leader and Team Lead of at-risk accounts over $1k revenueGrow book by account rounding and asking for referralsDevelop new business revenue from existing accounts via cross sell and referralsContact clients on monoline list and prior year lost business report for opportunitiesPrepare and present insurance quotes to clients based on needReduce E&O exposureResponsible for ensuring all appropriate documentation in EpicUnderstands Michigan Essential Insurance Act and other regulatory requirementsJob RequirementsValid Michigan Property/Casualty insurance licenseCurrent with all necessary CE credits in required lines and states3+ years' experience and demonstrated proficiency in insurance account management roleSuperior customer service and problem-solving skillsAbility to work in a team environmentDemonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management systemHUB International Limited is an equal opportunity 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.
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