Account Manager, Personal Lines

HUB International•St. Louis, MO

1d•Onsite

About The Position

The Personal Lines 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 carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.

Requirements

At least 3 years of experience in an Insurance Account Management role.
High school diploma or equivalent required
P&C License required or able to obtain within 120 days from hire
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to define problems, collect data, establish facts, 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.
Proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

Nice To Haves

Brokerage experience is preferred.
Bachelor’s degree preferred
Desire to obtain professional designation highly desirable (e.g. CISR, AAI, ARM, CIC, CPCU)
Bilingual in English and Spanish a big plus.

Responsibilities

Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
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 in accordance with standard 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
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. 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
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 billing issues
Organizes client 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
Prepares reports for management as required
Oversees functions performed by Account Administrators as required.
Supports, mentors, and trains Account Administrators, as necessary.
Attends industry related continuing education training and courses.
Performs other duties and projects as assigned.