Personal Lines Account Manager

Job Responsibilities

  • Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
  • 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
  • Handles account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
  • Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability
  • Stays abreast of changes in the insurance industry and other external conditions that may impact their clients; makes appropriate recommendations to clients in response to those changes independent of manager approval
  • Provides service and cross-sells account products for clients in the high net worth marketplace
  • Acts 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
  • Troubleshoots claims and billing issues
  • Responsible for overall retention of accounts in assigned book of business
  • Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals; identifies and follows-up on cross-selling opportunities when appropriate
  • Manages, organizes, and conducts client meetings when necessary
  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary; ensures the accuracy of data in those systems
  • Prepares reports for management as required
  • Attends industry related continuing education training and courses Qualifications
  • At least 1 to 2 years of experience and demonstrated proficiency in an insurance Account Management role
  • Agency experience is required
  • Experience working in the high net worth marketplace
  • 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
  • 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) and ability to travel on business when required
Attention to all recruitment agencies: HUB International does not accept agency resumes. HUB International is not responsible for any fees related to unsolicited resumes.
Location: United States, Wisconsin, Sheboygan
Required Education: High school or equivalent
Required Experience: 2-5 years
Required Travel: No travel required
Date published: 17-Sep-2018
Department: Account Management & Service
Ref#: P1977_20171218
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. The EEO is the Law poster and its supplement is available here at .
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