Account Manager, Personal Lines

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here. Primary Role: The Personal Lines Account Manager works collaboratively with the Producer and/or Account Executive managing a book of business. Coordinates and provides day-to-day service for Personal Lines clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues. Duties and Responsibilities: Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations May also be responsible for account rounding and in accordance with standard practices, policies, and procedures Works closely with Producers (if applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to Broker Standards Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients Makes appropriate recommendations to clients in response to those changes Acts 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 Troubleshoots billing issues Organizes client meetings when necessary Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management systems when necessary. Ensures the accuracy of data in those systems Prepares reports for management as required Oversees functions performed by Account Administrators as required. Supports, mentors, and trains Account Administrators, as necessary. Attends industry related continuing education training and courses. Performs other duties and projects as assigned. Key Competencies: Team Work - Supports everyone's efforts to succeed. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Quality Management - Demonstrates attention to detail. Project Management - Ability to lead a team and adhere to deadlines Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Experience and Education At least 3 years of experience in an Insurance Account Management role. Brokerage experience is preferred. Bachelor's degree preferred High school diploma or equivalent required P&C License required or able to obtain within 120 days from hire Desire to obtain professional designation highly desirable (e.g. CISR, AAI, ARM, CIC, CPCU) Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals #J-18808-Ljbffr