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About the Role

The Personal Lines Account Manager I provides critical support to clients and manages a book of insurance business. This role facilitates positive and effective relationships with sales and/or account team colleagues.

Responsibilities

• Serve as the HUB’s primary contact to the client, working cooperatively with Producers.
• Provide professional and courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
• 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 insurance plans.
• Act as a liaison between clients and insurance carriers to resolve escalated complex service issues.
• Negotiate with underwriters and carriers.
• Troubleshoot claims and billing issues.
• Develop new business from existing accounts and assigned leads.
• Identify and follow-up on cross-selling opportunities.
• Maintain accurate and organized account files by documenting conversations and updating computer systems.
• Prepare annual review reports and conduct client meetings to review insurance programs and recommend improvements.
• Prepare reports for management as required.
• Oversee functions performed by less experienced Account Managers and Client Support Specialists.
• Stay abreast of changes in the insurance industry and external conditions impacting clients.
• Attend industry-related continuing education training and courses.
• Perform other duties and projects as assigned.

Requirements

• High School Diploma / GED; College degree strongly preferred.
• 1-3 years in an insurance Account Management role (brokerage experience preferred) or equivalent combination of education & experience.
• Currently licensed in good standing in required lines and states.
• HNW, E&S, Agency Bill, broad marketing/carrier knowledge and experience required.
• Proficiency with Microsoft Office Suite, Outlook and agency management systems.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Skills

• Ability to effectively and professionally communicate orally and in writing.
• Ability to effectively present information and respond to questions.
• Critical Thinking: Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions.
• Desire to learn and grow within the insurance industry.
• Ability to respond to customer needs, solicit feedback, and handle difficult situations.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships.
• Ability to work effectively with insurance and service vendors.
• Ability to effectively work with a team and coach others.
• Ability to efficiently gather pertinent information, analyze, and solve problems timely.
• Problem Solving: Ability to identify complex problems and implement solutions.
• Ability to prioritize and organize multiple tasks and responsibilities.

Location

• North America

Work Type

• Full-time

Experience Level

• 2-5 years of relevant experience
• 1-3 years in an insurance Account Management role

Education Level

• High school or equivalent
• High School Diploma / GED
• College degree strongly preferred

Salary/Compensations

• $80,000 - $95,000k

Benefits

• Health/dental/vision/life/disability insurance
• FSA, HSA and 401(k) accounts
• Paid-time-off benefits
• Eligible bonuses, equity and commissions for some positions

About the Company

• In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.
• HUB is one of the world's largest insurance brokers.
• HUB's focus is dedicated to providing customers with peace of mind that what matters most will be protected.
• HUB's growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders.
• HUB offers a competitive, exciting and friendly work environment that strategically positions employees for longevity and success.
• HUB believes in investing in the future of its employees, providing continuous opportunities for growth and development.
• HUB's entrepreneurial culture empowers people to make the best decisions for customers and the organization.
• HUB is committed to providing competitive and flexible benefits options.
• Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
• From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

Equal Opportunity

• 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.
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