Account Manager I Personal Lines

ABOUT HUB INTERNATIONAL:

HUB International is a leading full-service global insurance broker and financial services firm providing risk management insurance employee benefits retirement and wealth management products and services. With more than 18000 employees in offices located throughout North America HUBs vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy so clients are ready for tomorrow.

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 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 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 I is accountable for delivering excellent and efficient service by supporting the Account Manager and day-to-day management of a group of assigned accounts. The Account Manager I has an impact on agency success by assisting in achievement of client retention goals effectively and consistently providing client service and fostering a culture of accountability integrity trust respect and teamwork while focusing on continuous improvement. The Account Manager I will function as a mentor to Account Manager Assistants I and II(s) and support Account Manager II and III(s) Account Executive and/or Producers.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Processes cancellations endorsements reinstatements; issues certificates of insurance audits id cards Workers Compensation posting notices and evidence of property as appropriate. Invoices personal account premiums for existing clients consistent with coverages in order to meet carrier requirements and client needs

• Establishes and builds customer relationships; with guidance from Account Manager II IIIs and Account Executive when needed responds to client coverage inquiries reviews contracts and agreements for insurance coverage compliance

• Sends schedules and applications to insureds for completion and issues policies to clients

• Remarkets renewals with carriers including gathering information and reviewing applications and submissions for accuracy and completeness; negotiates terms pricing and conditions with carriers

• Collaborates with and supports Producers and Account Executives in marketing business

• Contacts assigned Account Management clients regarding outstanding receivables

REQUIREMENTS

• High School Diploma required college degree preferred

• 3 years of experience personal property and casualty client service experience required

• P & C license required; CIC CISR or another certificate preferred

• Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems

• Firm understanding of coverages and service needs of assigned clients

• Strong basic math skills

• Superior customer service and problem-solving skills with the ability to work in a team environment

• Excellent written and verbal English communications skills required

• Ability to work a regular full-time work schedule at HUBs facility(s)

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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