Personal Lines Account Manager: Grow Client Relationships

HUB International; Monterey (CA); On-site; USD 41,000 - 50,000; Full time

Job summary

HUB International in Monterey, CA seeks a Personal Lines Account Manager to support clients, manage a book of insurance business, and collaborate with Producers and HUB teams. You will exercise independent discretion and build professional relationships to optimize service and retention.

The role emphasizes understanding client objectives, analyzing plans for suitability, and staying current with industry changes. Strong organization and communication are essential for success.

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.
• Are well-organized with excellent verbal and communication skills.

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.

Skills

Personal lines experience

Interpersonal skills

MS Office

Communication skills

Education

High school diploma/GED

Tools

Microsoft Office

Outlook

Job description

HUB International in Monterey, CA seeks a Personal Lines Account Manager to support clients, manage a book of insurance business, and collaborate with Producers and HUB teams. You will exercise independent discretion and build professional relationships to optimize service and retention.

The role emphasizes understanding client objectives, analyzing plans for suitability, and staying current with industry changes. Strong organization and communication are essential for success.