Account Manager, Personal Lines

HUB International; United States; Remote; USD 40,000 - 45,000; Full time

Benefits offered by this job

Competitive pay, comprehensive health

retirement savings matching

company-paid life and disability

Generous paid time off

Parental leave

Wellbeing program

Collaborative, high-performing team

Job summary

HUB International is seeking an Account Manager to handle a book of insurance business and provide professional, courteous service to clients, carrier reps, underwriters, and partners. You may work independently or with a Producer to provide client advocacy and retention.

The role involves renewals, negotiating terms, and ensuring accuracy of proposals and binders while maintaining client files and building strong relationships.

Qualifications

• High school diploma or equivalent required.
• P&C Insurance Producer License required.
• Two+ years insurance brokerage or account management experience preferred.

Responsibilities

• Service day-to-day client needs including coverage questions, changes, payments, cancellations.
• Manage renewal process including information collection, marketing, pricing, quotes, and invoicing.
• Review quote docs to ensure insurance requirements are included.
• Manage client relationships to ensure satisfaction.
• Oversee Assistant Account Managers and delegate work as needed.
• Liaise with underwriters to negotiate coverage and ensure positive client outcomes.
• Prepare proposals, binders, and client policy summaries; maintain electronic records.
• Follow best practices and broker standards for file maintenance and education.

Skills

Customer service

Reading comprehension

Data entry

Communication

Organization

Teamwork

Word

Excel

Outlook

Internet usage

EPIC knowledge

Education

High School or equivalent

P&C Insurance Producer License

Tools

EPIC Agency Management System

Job description

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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 responsibleto followour best practices and broker standards.

DUTIES & RESPONSIBILITIES:

• Service day to day client needs including, fielding phone calls, email, and other communicationrelativeto 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 completionand accuracy ofproposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
• Responsible to set up andmaintainelectronicrecords
• 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,exposuresand client knowledge
• Other duties as assigned

QUALIFICATIONS:

• High School or equivalent
• P & C Insurance Producer License Required
• Twoor moreyears 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 internetutilization
• Applied EPIC Agency Management System experience preferred but notrequired

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 employeeis regularly required tosit; 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 oncomputermonitor.

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.

#LI-JD1

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• 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 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.