Senior Personal Lines Account Manager

Hub International; Larkspur (CA); Hybrid; USD 43,000 - 50,000; Full time

Job summary

Hub International in Larkspur, CA is hiring an Account Manager II for Personal Lines to support a book of business and collaborate with Producers and HUB colleagues. This role emphasizes client service, policy analysis, and cross-selling opportunities while maintaining accurate files and meeting service standards.

Ideal candidates have 3–5 years in insurance account management, a high school diploma (college degree preferred), and active licensure in required lines.

Qualifications

• 3–5 years in an insurance Account Management role (brokerage experience required).
• Excellent verbal and written communication with clients and colleagues.
• Ability to build and maintain client relationships and identify cross-sell opportunities.

Responsibilities

• Supports Producers and HUB personnel on client service, marketing, and renewal.
• Prepares transactions, paperwork, and internal processing for accounts.
• Maintains accurate client files and updates agency management systems.
• Identifies cross-sell opportunities and develops new business from existing accounts.
• Attends client meetings and produces management reports as required.

Skills

Revenue mgmt

Client communication

Cross-sell skills

Team coaching

Education

Diploma/GED

College degree preferred

Tools

MS Office

Job description

Hub International in Larkspur, CA is hiring an Account Manager II for Personal Lines to support a book of business and collaborate with Producers and HUB colleagues. This role emphasizes client service, policy analysis, and cross-selling opportunities while maintaining accurate files and meeting service standards.

Ideal candidates have 3–5 years in insurance account management, a high school diploma (college degree preferred), and active licensure in required lines.