Account Manager, Personal Lines

HUB International; Spokane (WA); On-site; USD 60,000 - 69,000; Full time

Benefits offered by this job

Health benefits

Retirement matching

Life insurance

Paid time off

Parental leave

Job summary

HUB International in Spokane is seeking an Account Manager to oversee a book of insurance business and provide professional, courteous service to clients, carrier representatives, underwriters, and HUB colleagues.

You will handle renewal processes, negotiate terms, review quotes, and maintain client files, collaborating with a Producer and assistants to ensure client advocacy and retention.

Qualifications

• High school diploma or equivalent required; P&C license preferred.
• Two+ years insurance brokerage or property casualty experience in account management desirable.

Responsibilities

• Service day-to-day client needs via phone, email, and other communications.
• Manage renewal processes including information gathering, marketing, terms and pricing negotiations, and invoicing.
• Review quotes to ensure insurance requirements are included.
• Maintain client relationships and satisfaction.
• Coordinate with Assistant Account Managers and underwriters to ensure progress and positive results.

Skills

Customer service

Communication

Teamwork

Data entry

Microsoft Office

Education

High School diploma/ equivalent

P&C Insurance Producer License

Tools

EPIC Agency Management System

Job description

The Opportunity

The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Account Managers are responsible to follow our best practices and broker standards.

Duties & Responsibilities

• Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the client where applicable and invoicing
• Review quote documents to ensure all insurance requirements are included in quote proposal
• Manage client relationship ensuring satisfaction
• Manage and delegate work as needed to Assistant Account Managers to ensure their progress and workload is appropriate
• Manage relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
• Responsible to set up and maintain electronic records
• Use best practices and internal broker standards for service and maintenance of client files and information
• Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
• Other duties as assigned

Qualifications

• High School or equivalent P & C Insurance Producer License Required
• Two or more years insurance brokerage or property casualty insurance experience in account management role preferred

Knowledge / Skills / Abilities

• Exceptional customer service skills
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to effectively work in a team environment
• Proficient in Word, Excel, Outlook, and internet utilization
• Applied EPIC Agency Management System experience preferred but not required

Working Conditions and Physical Demands

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor.

The expected salary range for this position is $29-$33/hr depending on geographical location 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.

What we offer you

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

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.

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 your 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.