Account Manager I, Personal Lines

The Opportunity

The Personal Lines Account Manager I provides critical support to clients, manages a book of high net-worth clients, operating with the highest degree of professionalism, discretion, autonomy, and decision-making. The Account Manager I promotes positive and effective relationships between the sales and service team.

• May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client.
• 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.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• 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.
• 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 annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
• Prepares reports for management as required.
• Oversees functions performed by less experienced Account Managers and Client Support Specialists as required.
• Supports, mentors, and trains less experienced Account Managers and Client Support Specialists, as necessary.
• 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.
• Performs other duties and projects as assigned.

WHAT YOU BRING TO THE TABLE.

• High School Diploma / GED; College degree strongly preferred - 3-5 years in an insurance Account Management role (brokage experience required) or equivalent combination of education & experience.
• Private Client/High Net-Worth experience required. Experience within the Entertainment space strongly preferred.
• You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.
• Computer proficient with Microsoft Office Suite, Outlook, and AMS (Epic preferred).
• Willing to complete continuing education requirements, as needed. - 3 years of Retail Experience - Highly preferred
• Familiarity with The California Fair Plan, wholesalers – Monarch, RT Specialty, Burns & Wilcox, AmWins.
• Familiarity with CHUBB, PURE, CINCINNATI, VAULT, PCS/AIG, MERCURY TRAVELERS, SAFECO, PROGRESSIVE, NATIONWIDE, etc.

Why Choose Hub?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.

Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.

Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

EEOAA Policy