Personal Lines Account Manager

HUB International Limited (HUB) is the 5th 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 18000 employees in 500 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/life insurance wand voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Life and Disability Plans
• Great work/life balance because thats important for all of us!
• 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

SUMMARY:

The Personal Lines Account Manager manages a book of insurance business while acting with a high degree of independent discretion autonomy and decisionmaking. 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 in obtaining 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.

RESPONSIBILITIES:

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with Producers and other HUB personnel on all aspects of client service marketing and renewal while adhering to HUBs best practices and standard procedures.
• Oversees the preparation and implementation of all transactions correspondence documents 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 experiencebased 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 followsup on crossselling 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.

REQUIREMENTS:

• High School Diploma or equivalent
• At least 3 years of applicable insurance/agency experience
• Exceptional written and verbal communication skills
• Superior customer service and problemsolving skills.
• Proficiency with Microsoft Office Suite (PowerPoint Word Excel Outlook)
• Detailoriented selfstarter
• Ability to work in a team environment
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Relevant Insurance licenses per state/regional statutes