Personal Lines Account Manager

The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision‑making. Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers and Account Managers in maintaining and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Along with helping the day‑to‑day flow of the department where needed, which includes changes to accounts, mailing of policies and quoting. Responsibilities Make decisions on books of insurance business for which the incumbent is responsible. Work closely with Account Managers, Producers, and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures. Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability. Stay abreast of changes in the insurance industry and other external conditions that may impact clients. Make appropriate recommendations to clients in response to those changes independent of manager approval. Act 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. Troubleshoot claims and billing issues. Be responsible for overall retention of accounts in assigned book of business. Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals. Identify and follow‑up on cross‑selling opportunities when appropriate. Manage, organize, and conduct client meetings when necessary. Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those 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. Required Knowledge, Skills, Abilities, and Experience Excellent oral and written English communication 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 to travel on business when required. Licensing or Certification Requirements Minimum of a FL 4‑40; must be willing to obtain 2‑20 or 20‑44 P&C license if not already completed. Current with all necessary CE credits in required lines and states. Required Experience, Travel, and Education Required Experience: 2‑5 years of relevant experience. Required Travel: Negligible. Required Education: Bachelor’s degree (4‑year degree) or equivalent. HUB 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. #J-18808-Ljbffr