Personal Insurance Account Manager

About us:

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

Our team is growing, and we are looking for a "people person" who is passionate about working with customers. If you like managing your own clients and working with a team, this is the right fit for you. As the Personal Lines Account Manager, you are responsible for servicing and retaining personal lines insurance clients.

In this role, you will:

  • Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
  • Provide 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
  • Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
  • Make major decisions independent of manager approval on books of insurance business for which you are responsible
  • 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 their 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 follows-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
  • Prepare reports for management as required
  • Attend industry related continuing education training and courses

What you offer us:

  • At least 3 years of experience and demonstrated proficiency in an insurance Account Management role
  • Agency experience is preferred
  • High School diploma or equivalent required, though college degree preferred
  • Currently licensed in good standing in required lines and states
  • Current with all necessary CE credits in required lines and states
  • Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
  • Excellent written and verbal communications skills
  • Superior customer service and problem-solving skills
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)
  • Ability to work in a team environment
  • Ability to work a regular, full-time work schedule at HUB's facility(s)

What we offer you:

  • A rewarding job that helps local businesses in the community
  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
  • Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
  • A work/life balance because that's important for all of us
  • Learn from the expertise of your coworkers
  • Growth- HUB is growing, and so can your career
  • Be part of a motivated team
  • LI-HI-EC

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