Account Manager, Personal Lines

Account Manager

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

The Opportunity

The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Account Managers are responsible to follow our best practices and broker standards.

Duties & Responsibilities

Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.

Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable and invoicing

Review quote documents to ensure all insurance requirements are included in quote proposal

Manage client relationship ensuring satisfaction

Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate

Manage relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters

Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders

Responsible to set up and maintain electronic records

Use best practices and internal broker standards for service and maintenance of client files and information

Training and collaboration with team members to share and educate on coverage, exposures and client knowledge

Other duties as assigned

Qualifications

High School or equivalent

P & C Insurance Producer License Required

Two or more years insurance brokerage or property casualty insurance experience in account management role preferred

Knowledge / Skills / Abilities

Exceptional customer service skills

Strong reading comprehension and analysis skills

Strong data entry skills

Strong written and oral communication skills

Strong organization and follow up skills

Ability to effectively work in a team environment

Proficient in Word, Excel, Outlook, and internet utilization

Applied EPIC Agency Management System experience preferred but not required

Working Conditions And Physical Demands

The physical and environmental 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 with disabilities to perform the essential functions of the job.

While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor.

Why Choose Hub?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development . Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action 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.