Personal Insurance Account Manager

HUB International•Denver, CO

2d•$60,000 - $80,000•Hybrid

About The Position

We are seeking an Account Manager to join our growing Personal Lines team! In this role, you will assist Account Managers and our Producer in servicing assigned Personal Lines accounts in accordance with the company's practices, policies, and procedures. You will play a key part in supporting client retention, maintaining strong carrier relationships, and delivering exceptional day-to-day service.

Requirements

2-5 years of experience and demonstrated proficiency in insurance account management
Prior agency/brokerage experience is preferred
High School diploma or equivalent required
Currently licensed in good standing in required lines and states
Current with all necessary CE credits in required lines and states
Excellent written and verbal communications skills
Superior customer service and problem-solving skills
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)
Ability to work in a fast-paced, team environment

Responsibilities

Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues
Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
Make major decisions independent of manager approval on the book for which you are responsible
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability
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 independent of manager approval
Act 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
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
Manage, organize, and conduct client meetings when necessary
Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary; ensure the accuracy of data in those systems
Travel on company business as required
Prepare reports for management as required
Attend industry related continuing education training and courses