Account Manager I, Personal Lines

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s 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. The Opportunity The Personal Lines Account Manager I provides critical support to clients, manages a book of high‑net‑worth clients, operating with the highest degree of professionalism, discretion, autonomy, and decision‑making. The Account Manager I promotes positive and effective relationships between the sales and service team. Responsibilities Work alongside and cooperatively with Producers (if assigned) and serve as HUB’s primary contact to the client. Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, achieving a rate of account retention that meets or exceeds expectations. Handle account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Acquire understanding of clients’ business and insurance objectives and critically analyze and compare insurance plans to determine suitability. Act as a liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience‑based judgment. Negotiate with underwriters and carriers; troubleshoot claims and billing issues. Maintain overall retention of accounts in the assigned book of business. Develop new business from existing accounts and assigned leads, contributing to departmental production goals and identifying cross‑selling opportunities when appropriate. Maintain accurate and organized account files, documenting conversations with clients and carrier representatives; update Hub computer systems and automated agency management systems, ensuring data accuracy. Prepare annual review reports and conduct client meetings to review the insurance program and recommend improvements. Prepare reports for management as required. Oversee functions performed by less experienced Account Managers and Client Support Specialists as needed. Support, mentor, and train less experienced Account Managers and Client Support Specialists as necessary. Seek continued knowledge and remain abreast of changes in the insurance industry that may impact clients; make appropriate recommendations and attend industry‑related continuing education training and courses. Perform other duties and projects as assigned. What you bring to the table High School Diploma / GED; College degree strongly preferred. 3–5 years in an insurance account‑management role (brokers experience required) or equivalent combination of education & experience. Private Client/High Net‑Worth experience required; experience within the entertainment space strongly preferred. Demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization. Computer proficiency with Microsoft Office Suite, Outlook, and AMS (Epic preferred). Willingness to complete continuing education requirements as needed. 3 years of retail experience highly preferred. Familiarity with The California Fair Plan, wholesalers – Monarch, RT Specialty, Burns & Wilcox, AmWins. Familiarity with CHUBB, PURE, CINCINNATI, VAULT, PCS/AIG, MERCURY TRAVELERS, SAFECO, PROGRESSIVE, NATIONWIDE, etc. 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. We invest in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture empowers our people to make the best decisions for our customers and organization, focusing on expanding industry knowledge to better serve our valued clients. We are committed to providing competitive and flexible benefits options that evolve as your needs change. 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, veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here: #J-18808-Ljbffr Dormont Manufacturing Co