Personal Lines Account Manager
ABOUT HUB INTERNATIONAL:HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.WHAT WE OFFER YOU:At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives
SUMMARY:The Account Manager manages a book of business in Personal Lines with a high degree of independent discretion, autonomy, and decision-making. As an Account Manager it is important to provide professional and 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.ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsible for overall retention of accounts and assigned book of business by partnering closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
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
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative. Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required
Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability and may negotiate with Underwriters and carriers
Stays abreast of changes in the insurance industry and other external conditions that may impact their clients by attending industry-related continuing education training and courses
Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and changes independent of Manager approval
Acts as liaison between clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment to resolve and troubleshoot claims and billing issues
Travels on company business as required
Monitors functions performed by junior-level Account Managers and Assistant Account Managers and supports, mentors and trains as necessary
Performs other duties and projects as assigned
REQUIREMENTS:
Minimum of 3 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred
Superior customer service and problem solving skills with the ability to work in a team environment
Excellent written and verbal English communications skills required
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Ability to work a regular, full-time work schedule at HUB’s facility(s) and willingness to travel on business when required
Supervisory, project leader, mentor or team leader experience preferred
EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS
High School Diploma or equivalent required; College Degree preferred
Currently licensed in good standing in required lines and states with all necessary CE credits
Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: Up to 25%Required Education: High school or equivalentHUB 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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .EEOAA Policy (https://hubinternational.jobs/eeo/)E-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.