Personal Lines Account Manager

ABOUT HUB INTERNATIONAL:

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 insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and ShortTerm Disability Plans
  • Supplemental Life and LongTerm Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package Vacation Holiday Sick and Personal Time Off
• Great work/life balance because thats 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 Account Manager manages a book of highnetworth insurance business while acting with a high degree of independent discretion autonomy and decisionmaking. Provides professional courteous service to our VIP 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 brokers 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. This role is focused on growth and retention of the private client book of business.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with producers brokers and other HUB personnel on all aspects of client service marketing and renewals while adhering to HUBs 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 critically analyzes and compares insurance plans to determine suitability.
• Stays abreast of changes in the 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 judgement to resolve.
• May also negotiate with underwriters and carriers.
• Troubleshooting claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts as assigned leads and contributes to meeting departmental production goals.
• Identifies and followsup on crossselling opportunities when appropriate.
• Manages organizes and conducts client meetings virtually or inperson 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.
• Performs other duties and projects as assigned.
• Attends industry related continuing education training and courses.

• To perform this job successfully the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race religion color sex national origin disability or any other characteristic protected by federal state and local law. If this position requires licensing or certification the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

REQUIREMENTS:

• Excellent oral and written English communication skills.
• Superior customer service and problemsolving skills.
• 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 fulltime work schedule at HUBs facility and ability to travel on business when needed.
• EPIC experience is a plus.
• Florida 220 or 2044 P&C License
• Current with all necessary CE credits in required lines and states

Elevate Your Career with HUB International:

Choosing HUB International means aligning your career with the 5th largest global insurance and employee benefits broker worldwide. Our expansive network powered by over 17000 dedicated professionals across 500 offices in North America sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision we invite you to explore: Equity Inclusion & Community: Our Commitment

HUB International is steadfast in its commitment to fostering a diverse equitable and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB equal opportunity is not just a policy; its the cornerstone of our culture. Learn more about our DEIC commitment: Our Ethos

Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.

At HUB your career is poised for greatness. Welcome to a world where your skills are valued your professional growth is paramount and your contribution makes a lasting impact.

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