Personal Lines Account Manager

HUB International

Tampa (FL)

On-site

USD 55,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Competitive salaries

Medical/dental/vision insurance

401k matching

Life and disability plans

Wellness program

Generous PTO package

Job summary

HUB International Tampa seeks an Account Manager to manage a book of insurance business with autonomy and strong client service. You will work with clients, carriers, underwriters and colleagues to maintain and expand coverage, respond to inquiries, and ensure accurate data in HUB systems.

The role requires 2–5 years of relevant experience, a FL 4-40 license (or willingness to obtain 2-20/20-44), excellent English communication, and the ability to travel as needed.

Qualifications

Excellent oral and written English communications skills.
Superior customer service and problem solving skills.
Proficiency with computer systems including Microsoft Office and agency management systems.
Ability to work in a team environment.
Willingness to travel for business as required.

Responsibilities

Makes decisions on books of insurance business for which the incumbent is responsible.
Works with Account Managers, Producers and HUB personnel on client service and renewals.
Oversees transactions, paperwork, and processing for assigned accounts.
Analyzes clients’ objectives and compares plans for suitability.
Maintains data accuracy in HUB systems and performs client meetings as needed.
Pays attention to cross‑selling opportunities and new business from existing accounts.
Travels on company business as required.

Skills

Excellent English communication

Customer service skills

Microsoft Office

Agency management systems

Team player

Ability to travel

Education

FL 4-40 license

2-20 or 20-44 license (willing to obtain)

CE credits

High school diploma or equivalent

Tools

Microsoft Office

Automated agency management systems

Job description

About Hub International

HUB International Limited ( "HUB" ) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

Competitive salaries and benefits offerings

Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

Great work/life balance because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives

Summary:

The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision‐making. 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. Provides a high level of support to Producers and Account Managers in maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Along with helping the day to day flow of the department where needed, which includes changes to accounts, mailing of policies and quoting.

Makes decisions on books of insurance business for which the incumbent is responsible.
Works closely with Account Managers, Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
Oversees the preparation and implementation of 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.
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 independent of manager approval.
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.
Manages, organizes, and conducts client meetings when necessary.
Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
Ensures the accuracy of data in those systems.
Travels on company business as required.
Prepares reports for management as required.
Attends industry related continuing education training and courses.
Performs other duties and projects as assigned.

Required Knowledge, Skills, Abilities And Experience

Excellent oral and written English communications skills.
Superior customer service and problem solving skills.
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
Ability to work in a team environment.
Ability to work a regular, full‑time work schedule at HUB’s facility(s) and ability to travel on business when required.

Licensing Or Certification Requirements

Minimum of a FL 4-40; must be willing to obtain 2-20 or 20-44 P&C License if not already completed
Current with all necessary CE credits in required lines and states
Department Account Management & Service

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

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.

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 recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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