Account Manager, Personal Lines

HUB International; San Ramon (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

HUB International is seeking a Personal Lines Account Manager I to provide essential support to clients and manage a book of insurance business. This role involves fostering positive relationships with clients and colleagues and requires a high school diploma or GED, with college degree preferred.

Successful candidates will have 1-3 years of experience in account management, be licensed in good standing, and possess critical communication and problem-solving skills. HUB offers a competitive work environment in San Ramon, California.

Qualifications

• 1-3 years in an insurance Account Management role or equivalent.
• Currently licensed in required lines and states.
• Knowledge of HNW, E&S, and Agency Bill.

Responsibilities

• Manage a book of insurance business and client relationships.
• Oversee preparation and implementation of transactions for assigned accounts.
• Develop new business and contribute to production goals.

Skills

Communication skills

Critical thinking

Problem-solving

Client relationship management

Computer skills

Education

High School Diploma / GED

College degree strongly preferred

Tools

Microsoft Office Suite

Agency management systems

Job description

Overview

About Hub In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' 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 I provides critical support to clients, manages a book of insurance business. The Account Manager I facilitates positive and effective relationships with sales and/or account team colleagues.

Duties & Responsibilities

• May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client.
• 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.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• 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.
• 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 annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
• Prepares reports for management as required.
• Oversees functions performed by less experienced Account Managers and Client Support Specialists as required.
• 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.
• Performs other duties and projects as assigned.

Qualifications

• High School Diploma / GED; College degree strongly preferred
• 1-3 years in an insurance Account Management role (brokage 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.

Knowledge / Skills / Abilities

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
• Ability to effectively work with a team and coach others in developing their skills and abilities.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Working Conditions And Physical Demands

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The person in this position occasionally moves about inside the office to access file cabinets, office machinery, etc.

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. HUB is committed to providing competitive and flexible benefits options rooted in current needs, evolving over time. Our entrepreneurial culture 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.

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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