Account Manager, Personal Lines

Primary Role:

The PersonalLines Account Manager works collaboratively with the Producer and/or Account Executive managing a book of business. Coordinates and provides day-to-day service for Personal Lines clients by maintaining client relationships supporting client retention maintaining strong carrierrelationshipsand understanding client needs. Serves asday-to-daycontact and provides resolution for client questions and issues.

Duties and Responsibilities:

• Manages a book of insurance business while acting with a high degreeof professionalism

• 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 alsobe responsible foraccount rounding andin accordance withstandard practices policies and procedures

• Works closely with Producers (if applicable) and other HUB personnel on all aspects of client service marketing and renewal while adhering to Broker Standards

• Overseesthe preparation and implementation of all transactions paperwork and internal processing for assigned accounts

• Acquiresunderstanding of clients insuranceobjectivesand critically analyzes and compares insurance plans todeterminesuitability.Stays abreast of changes in the insurance industry and other external conditions that mayimpacttheir clients

• Makesappropriate recommendationsto clients in response to those changes

• Acts asliaisonbetween clients and insurance carriers to resolve escalated complex service issues that require policy interpretation andexperience basedjudgment to resolve. May also negotiate with underwriters and carriers

• Troubleshoots billing issues

• Organizesclient meetings when necessary

• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management systems when necessary.Ensures the accuracy of data in those systems

• Preparesreports for management as

• Oversees functions performed by Account Administrators as.

• Supports mentors and trains Account Administrators as necessary.

• Attends industry related continuing education training and courses.

• Performs other duties andprojects asassigned.

Key Competencies:

To perform the job successfully an individual shoulddemonstratethe following competencies:

• Teamwork Supports everyones efforts to succeed.

• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

• Initiative Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

• Quality Management Demonstrates attention to detail.

• Project Management Ability to lead a team and adhere to deadlines

Qualification Requirements:

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability. Reasonableaccommodationsmay be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• At least 3 years of experience inan InsuranceAccount Management rolepreferred. Brokerage experience is preferred.

• Bachelors degree preferred

• High school diploma or equivalent required

• P&C License required or able to obtain within120 daysfrom hire

• Desire to obtain professional designation highly desirable (e.g.CISR AAI ARMCIC CPCU)

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonableaccommodationsmay be made to enable individuals with disabilities to perform the essential functions. While performing the duties of thisjob the employeeis regularly required totalk or hear. The employee isfrequentlyrequired to stand;walk andsit. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job includeclose vision anddistance vision. Some travelby car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Drivers License

Dependable transportation

Public Speaking/Language Skills:

Ability to read and interpret documents such as safety rulesoperatingand maintenance instructions and procedure manuals. Ability towriteroutine reports and correspondence. Ability to speakeffectively withcustomers and teammates.

• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add subtract multiply and divide in all units of measure using whole numberscommon fractions and decimals.

Reasoning Ability:

• Ability to define problems collect dataestablishfacts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

• To perform this job successfully an individual should be proficient in MicrosoftOfficeincluding ExcelWordand Power Point; followguidelines on working in BMS (EPIC) for premium efficiency with your team.

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