Account Manager, Personal Lines

HUB International; California (MO); On-site; USD 43,000 - 50,000; Full time

Benefits offered by this job

Health/dental/vision insurance

401(k) plan

Paid time off

Bonuses & commissions

Job summary

HUB International is actively seeking a Personal Lines Account Manager to support clients and manage a book of insurance with independent discretion. You will collaborate with Producers and HUB teams to service accounts, renewals, and client communications.

The role requires 3+ years of personal lines experience in a brokerage, strong organization, and solid communication with clients and carriers. A high school diploma is required; a college degree is preferred, and proficiency in Microsoft

Qualifications

• Hold a high school diploma/GED (college degree strongly preferred).
• Have at least 3+ years of related personal lines experience within a brokerage environment.
• Able to interact confidently with all levels within the organization.
• Computer literate - Microsoft Office Suite and Outlook.
• Well-organized with excellent verbal and written communication skills.

Responsibilities

• Works with Producers on client service, marketing, and renewal following HUB practices.
• Provides professional service to clients, carriers, and colleagues to maintain retention.
• Prepares transactions and paperwork for assigned accounts.
• Analyzes clients' objectives and compares plans for suitability.
• Identifies opportunities for cross-sell and up-sell HUB products when appropriate.

Skills

Personal lines experience

Customer service

Communication skills

Microsoft Office

Outlook

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office

Outlook

Job description

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY:

The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.

RESPONSIBILITIES:

• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• 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.
• Prepares and implements 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.
• Seeks continued knowledge and 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;
• Attends industry related continuing education training and courses.
• Acts as liaison between clients and insurance carriers to resolve service issues.
• May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs.
• Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Prepares reports, proposal and comparisons for management as required.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
• In conjunction with the producer or independently, manages, organizes, and conducts client meetings.
• Performs other duties and projects as assigned.

WHAT YOU BRING TO THE TABLE:

• Hold a high school diploma/GED (college degree strongly preferred)
• Have at least 3+ years of related personal lines experience within a brokerage environment
• Have the confidence and demeanor to effectively interact with all levels within the organization
• Are computer literate - Microsoft Office Suite and Outlook
• Are well-organized with excellent verbal and communication skills

We are the perfect fit if you: are seeking a progressive work environment at a rapidly growing organization have a desire to help others protect their future have an entrepreneurial spirit and are challenged by the opportunity to grow the business are focused on learning and development to enhance your industry knowledge and expertise are a self-starter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy E-Verify Program

We 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 [phone] or [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $31-36/hr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

Required Experience

• 2-5 years of relevant experience
• No Travel Required
• High school or equivalent
• Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
• Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
• E-Verify: HUB International Limited participates in E-Verify.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.