Account Manager II, Personal Lines

HUB International•San Ramon, CA

8d•$80,000 - $90,000•Onsite

About The Position

The Personal Lines Account Manager II provides critical support to clients, manages a book of insurance business of $225,000+ in revenue by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II facilitates positive and effective relationships with sales and/or account team colleagues.

Requirements

High School Diploma / GED; College degree strongly preferred
3-5 years in an insurance Account Management role (brokage experience required) or equivalent combination of education & experience
Private Client experience strongly preferred
Currently licensed in good standing in required lines and states.
Ability to manage a book size of $225,000+ in revenue.
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Desire to learn and grow within the insurance industry.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
Ability to effectively work with a team and coach others in developing their skills and abilities.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Nice To Haves

College degree strongly preferred
Private Client experience strongly preferred

Responsibilities

May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client.
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 also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based 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 follows-up on cross-selling opportunities when appropriate.
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
Prepares reports for management as required.
Oversees functions performed by less experienced Account Managers and Client Support Specialists as required.
Supports, mentors, and trains less experienced Account Managers and Client Support Specialists, as necessary.
Seeks continued knowledge and 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; Attends industry related continuing education training and courses.
Performs other duties and projects as assigned.