Account Manager, Personal Lines

HUB International; Santa Barbara (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health/dental/vision/life/disability

FSA

HSA

401(k)

Paid time off

Eligible bonuses

Equity

Commissions

Job summary

HUB International in Santa Barbara, CA is seeking a Personal Lines Account Manager to support clients, manage a book of insurance business, and collaborate with Producers and HUB teams to deliver exceptional service.

You will analyze client objectives, compare plans, renewals, and coordinate with carriers, underwriters, and partners. A high school diploma and 3+ years in personal lines within a brokerage are required. HUB offers competitive benefits and growth opportunities.

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.

Responsibilities

• Works closely with Producers and HUB personnel on client service, marketing, and renewal.
• Provides professional, courteous service to clients, carriers, underwriters, and HUB colleagues.
• Prepares and implements all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and analyzes plans for suitability.
• Keeps updated on changes in the insurance industry affecting clients.
• Negotiates with underwriters and carriers when appropriate.
• Troubleshoots claims and billing issues.
• Identifies cross-sell and up-sell opportunities for HUB products and services.
• Maintains accurate and organized account files and updates HUB systems.
• Prepares reports, proposals and comparisons for management.

Skills

Communication

Verbal skills

Computer literacy

Interpersonal skills

Education

High school diploma/GED

College degree preferred

Tools

Microsoft Office

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.

The expected salary range for this position is $30-36/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.

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits
• eligible bonuses
• equity
• commissions for some positions

EEO & 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.

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.

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: 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. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International 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. For more information, please visit hubinternational.com.