Account Manager, Personal Lines

HUB International; Sacramento (CA); On-site; USD 33,000 - 37,000; Full time

Job summary

HUB International is hiring a Personal Lines Account Manager in the United States to support clients and manage a book of insurance business. You will collaborate with Producers and HUB teams on service, marketing, and renewals, while ensuring high client satisfaction and retention.

The role requires a minimum high school diploma with 3+ years of personal lines experience in a brokerage, plus strong communication and organizational skills.

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.
• 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.

Responsibilities

• Works closely with Producers and HUB personnel on client service, marketing, and renewal.
• Prepares and processes transactions and internal documentation for assigned accounts.
• Analyzes clients' objectives and compares plans for suitability; recommends changes as needed.
• Attends continued education; liaises between clients and carriers to resolve issues; may negotiate with underwriters.
• Identifies cross-sell and up-sell opportunities and maintains organized account files.

Skills

Communication skills

Organization skills

Interpersonal skills

Negotiation

Education

High school diploma/GED

College degree preferred

Tools

Microsoft Office Suite

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 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.

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The expected salary range for this position is $24-27/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.

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Required Education: High school or equivalent.

HUB International Limited is an equal opportunity 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.

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.