Personal Lines Service Account Manager

HUB International; Fort Myers (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salaries

Medical/dental/vision insurance

Health Savings Account funding

401k matching

Life and short-term disability

Long-term disability options

Wellness program

Parental leave

Generous PTO

Work-life balance

Employee engagement events

Career growth

Community involvement

Job summary

HUB International Limited in Fort Myers, FL is seeking a Personal Lines Service Account Manager to join our Account Management & Service team. You will manage a book of insurance business with independence, delivering professional client service to policyholders, producers, and carriers.

You will collaborate with Account Managers and Producers to retain accounts, quote renewable business, and explore cross-selling opportunities while maintaining data accuracy in agency systems and supporting the

Qualifications

• 2-5 years of relevant experience
• No travel required
• High school diploma or equivalent

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, marketing and renewal.
• Oversees preparation and implementation of transactions, paperwork, and processing for assigned accounts.
• Understands clients’ insurance objectives and analyzes plans for suitability.
• Keeps abreast of changes in the insurance industry and external conditions.
• Negotiates with underwriters and carriers as needed.
• Maintains account retention and expands business with current clients.
• Documents conversations and updates HUB systems when necessary.

Skills

Customer service

Communication skills

Teamwork

Microsoft Office

Agency management systems

Travel ability

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

About Hub International

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, 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.

About Hub International

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, 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

• 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
• Paid Parental Leave
• 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 Personal Lines Service 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.

Essential Duties And Responsibilities

• 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.
• Private Client Service experience preferred
• 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.

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.

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