Account Manager II, Personal Lines

Hub International Insurance•Santa Barbara, CA

16h•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
3-5 years in an insurance Account Management role (brokerage experience required) or equivalent combination of education & experience
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

Serve as the HUB’s primary contact to the client, providing professional and courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Acquire understanding of clients’ business and insurance objectives and critically analyze and compare insurance plans to determine suitability.
Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
Negotiate with underwriters and carriers.
Troubleshoot claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
Identify and follow-up on cross-selling opportunities when appropriate.
Maintain accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; update all HUB computer systems and automated agency management systems; ensure the accuracy of data.
Prepare annual review reports and conduct client meetings to review the insurance program and make appropriate recommendations for improvements.
Prepare reports for management as required.
Oversee functions performed by less experienced Account Managers and Client Support Specialists as required.
Support, mentor, and train less experienced Account Managers and Client Support Specialists, as necessary.
Seek continued knowledge and stay abreast of changes in the insurance industry and other external conditions that may impact their clients.
Make appropriate recommendations to clients in response to those changes.
Attend industry-related continuing education training and courses.
Perform other duties and projects as assigned.