Account Manager, Personal Lines
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 to advocate for clients, retain accounts, and write new client accounts or lines of coverage as needed. Account Managers follow HUB’s best practices and broker standards. The position handles day-to-day client service and renewals, maintains client relationships and records, coordinates coverage with underwriters, and ensures accurate proposals, policies, and client documentation. It also involves delegating work to Assistant Account Managers when appropriate, and training and collaborating with colleagues.
Requirements
- High school diploma or equivalent.
- P & C Insurance Producer License required.
- Exceptional customer service skills.
- Strong reading comprehension and analysis skills.
- Strong data entry skills.
- Strong written and oral communication skills.
- Strong organization and follow-up skills.
- Ability to work effectively in a team environment.
- Proficiency in Word, Excel, Outlook, and internet utilization.
Nice To Haves
- Two or more years of insurance brokerage or property casualty insurance experience in an account management role.
- Applied EPIC Agency Management System experience.
Responsibilities
- Serve clients’ day-to-day needs by responding to phone calls, email, and other communications about coverage questions, policy changes, payments, cancellations, and related matters.
- Manage all aspects of client renewals, including collecting updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal figures to clients where applicable, and invoicing.
- Review quote documents to confirm that all insurance requirements are included in the proposal.
- Manage client relationships and support client satisfaction.
- Manage and delegate work to Assistant Account Managers as needed, ensuring their progress and workload are appropriate.
- Manage underwriter relationships to achieve positive client outcomes and negotiate coverage with underwriters.
- Ensure proposals are complete and accurate, coverage is bound, policies are reviewed for accuracy, and client policy summaries and binders are created.
- Set up and maintain electronic records.
- Apply best practices and internal broker standards to service and maintain client files and information.
- Train and collaborate with team members to share knowledge of coverage, exposures, and clients.
- Perform other duties as assigned.
Benefits
- Structured training, licensing support, and ongoing development opportunities.
- Competitive pay.
- Comprehensive health benefits.
- Retirement savings matching.
- Company-paid life and disability plans.
- Generous paid time off.
- Paid parental leave.
- Wellbeing program designed to support work/life balance.
- Collaborative culture, community impact through HUB Gives, and room for career growth.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
