Account Manager, Personal Lines

Hub International Insurance•Spokane, WA

About The Position

The Account Manager manages a book of insurance business and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The role may be performed independently, as part of a team, or with a Producer, and supports client advocacy and retention as well as writing new client accounts or lines of coverage as needed. Account Managers follow HUB’s best practices and broker standards.

Requirements

High school diploma or equivalent.
Property and Casualty (P&C) Insurance Producer License required.
Strong customer service skills.
Strong reading comprehension and analytical skills.
Strong data-entry skills.
Strong written and oral communication skills.
Strong organizational and follow-up skills.
Ability to work effectively in a team environment.
Proficiency in Word, Excel, Outlook, and internet use.

Nice To Haves

Two or more years of insurance brokerage or property and casualty insurance experience in an account management role.
Experience with the Applied EPIC Agency Management System.

Responsibilities

Handle day-to-day client needs, including phone calls, email, and other communications about coverage questions, policy changes, payments, and cancellations.
Manage all aspects of the client renewal process, including gathering updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal numbers to clients where applicable, and invoicing.
Review quote documents to ensure all insurance requirements are included in quote proposals.
Manage client relationships and ensure client satisfaction.
Manage and delegate work to Assistant Account Managers as needed to support their progress and appropriate workload.
Maintain relationships with underwriters and negotiate coverage to achieve positive results for clients.
Ensure proposals are complete and accurate, bind coverage, review policies for accuracy, and create client policy summaries and binders.
Set up and maintain electronic records.
Follow best practices and internal broker standards for servicing and maintaining client files and information.
Train and collaborate with team members to share knowledge of coverage, exposures, and clients.
Perform other duties as assigned.