Account Manager - Personal Lines Insurance

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

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.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

Summary

The Account Manager (AM) will support Producers and/or AEs in obtaining, maintaining, and expanding business. The Account Manager may also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

Job Responsibilities

• Assist Account Executive in the quoting of new accounts if needed.
• Follow up on claims, advising the Account Executive if they need to get involved.
• Assist with over the phone payments.
• Assist Account Executive with requotes as requested.
• Complete and send Evidence to banks per request.
• Verify that endorsement was completed properly and downloaded into the system correctly.
• Update the Applied system to ensure the system is correct with new addresses, phone number, email addresses, policy and claim download corrections, etc.
• Complete the endorsement process and send out confirmation.
• Send out checklist every year. Upon return, update any necessary information and advise Account Executive of anything noted that needs their attention. If the checklist is not returned, call to follow up and complete over the phone.
• Follow up and complete underwriting requests.
• Ensure all documents are completed and attached.
• Other duties assisting the Account Executive.

Qualifications

• At least 1-2 years of experience and demonstrated proficiency in an insurance Account Management role
• Agency experience is required
• Experience working in the high-net-worth marketplace
• High School diploma or equivalent required, though college degree preferred
• Currently licensed in good standing in required lines and states
• Current with all necessary CE credits in required lines and states
• Excellent written and verbal communications skills
• Superior customer service and problem-solving skills
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)
• Ability to work in a team environment
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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