Account Manager, Personal Lines

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 degreeof professionalism

• 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 alsobe responsible foraccount rounding andin accordance withstandard 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

• Overseesthe preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

• Acquiresunderstanding of clients' insuranceobjectivesand critically analyzes and compares insurance plans todeterminesuitability. Stays abreast of changes in the insurance industry and other external conditions that mayimpacttheir clients

• Makesappropriate recommendationsto clients in response to those changes

• Acts asliaisonbetween clients and insurance carriers to resolve escalated complex service issues that require policy interpretation andexperience basedjudgment to resolve. May also negotiate with underwriters and carriers

• Troubleshoots billing issues

• Organizesclient 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

• Preparesreports for management asrequired

• Oversees functions performed by Account Administrators asrequired.

• Supports, mentors, and trains Account Administrators, as necessary.

• Attends industry related continuing education training and courses.

• Performs other duties andprojects asassigned.

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Teamwork- 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 inan InsuranceAccount Management rolepreferred. Brokerage experience is preferred.

• Bachelor's degree preferred

• High school diploma or equivalent required?

• P&C License required or able to obtain within120 daysfrom 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 with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk, and sit. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver's License

Dependable transportation

Public Speaking/Language Skills:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with customers and teammates.

• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers,common fractions, and decimals.

Reasoning Ability:

• Ability to define problems, collect data,establishfacts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

• To perform this job successfully, an individual should be proficient in MicrosoftOfficeincluding Excel,Wordand Power Point; followguidelines on working in BMS (EPIC) for premium efficiency with your team.

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school 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.

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