Account Manager II, Personal Lines

HUB International•Larkspur, CA

1d•$31 - $36

About The Position

The Personal Lines Account Manager II provides critical support to clients and manages an insurance book of business generating $225,000 or more in revenue, exercising significant independent discretion, autonomy, and decision-making. The role works closely with Producers and other HUB personnel on client service, marketing, renewals, and account retention. Depending on assignment, the Account Manager may be the primary client contact and may support account rounding and new business development. The position manages insurance transactions and account documentation, analyzes coverage options against client objectives, and serves as a liaison between clients and carriers to resolve service, claims, billing, and complex policy issues. It also supports cross-selling, prepares reports and client review materials, conducts client meetings, and maintains accurate records in HUB and agency management systems. The Account Manager may oversee, mentor, and train less experienced staff and is expected to stay current on industry developments and continuing education.

Requirements

Ability to manage a book of business generating $225,000 or more in revenue.
High school diploma or GED.
Three to five years of experience in an insurance Account Management role with brokerage experience, or an equivalent combination of education and experience.
Currently licensed in good standing in the required lines and states.
Proficiency with Microsoft Office Suite, Outlook, and agency management systems.
Strong verbal and written communication, organization, prioritization, and time-management skills.
Ability to communicate professionally with internal and external customers and present information to groups.
Critical-thinking and problem-solving skills, including the ability to analyze complex issues and develop and implement solutions.
Ability to provide responsive customer service, handle difficult customer situations, and build and maintain client and vendor relationships.
Ability to work effectively on a team and coach others.
Ability to gather and analyze information, manage multiple responsibilities accurately, and calculate figures such as discounts, interest, commissions, proportions, and percentages.
Desire to learn and grow within the insurance industry.

Nice To Haves

A college degree.
Private Client experience.

Responsibilities

Work with Producers and other HUB personnel on client service, marketing, and renewals, following HUB best practices and procedures.
Provide professional service to clients, carrier representatives, underwriters, business partners, and colleagues, supporting expected account-retention results.
Serve as the primary client contact when assigned and manage assigned accounts and their transactions, paperwork, and internal processing.
Understand clients’ insurance objectives and analyze and compare insurance plans for suitability.
Act as a liaison between clients and insurance carriers to resolve service issues, including escalated matters requiring policy interpretation and judgment; negotiate with underwriters and carriers as appropriate.
Troubleshoot claims and billing issues.
Retain accounts in the assigned book of business and develop new business from existing accounts and assigned leads as appropriate.
Identify and follow up on cross-selling and up-selling opportunities, and document other providers’ products and services used by clients.
Maintain organized account files, document client and carrier conversations, update HUB and agency management systems, and ensure data accuracy.
Prepare annual review reports, proposals, comparisons, and other management reports as required.
Organize and conduct client meetings independently or with a Producer, review insurance programs, and recommend improvements.
Oversee, mentor, and train less experienced Account Managers and Client Support Specialists as required.
Keep current with insurance industry changes and other conditions affecting clients, make relevant recommendations, and attend industry continuing-education courses.
Perform other assigned duties and projects.