Personal Lines Account Manager

HUB International•Belle Chasse, LA

2d•Onsite

About The Position

The Personal Lines Account Manager manages a book of personal lines insurance, including high-net-worth and private client business, exercising independent discretion and decision-making. The role provides professional service to clients, carrier representatives, underwriters, business partners, and colleagues, and works to meet or exceed account-retention expectations. It also supports Producers in obtaining, maintaining, and expanding business, and may involve account rounding and developing new business according to standard practices and procedures. The Account Manager works with Producers and HUB colleagues on client service, marketing, and renewals; oversees account transactions and paperwork; evaluates client insurance objectives and coverage suitability; and advises clients about relevant industry and external changes. The role serves as a liaison between clients and carriers to resolve complex service issues, may negotiate with underwriters and carriers, troubleshoots claims and billing issues, and supports retention, cross-selling, and new-business goals. It also includes documenting and maintaining accurate account records, conducting client meetings as needed, traveling on company business when required, preparing management reports, and attending continuing education.

Requirements

Excellent oral and written English communication skills.
Superior customer service and problem-solving skills.
Demonstrated proficiency with computer systems, including Microsoft Office and automated agency management systems.
Ability to work in a team environment.
Ability to work a regular, full-time schedule at HUB facilities and travel on business when required.
Currently licensed in good standing in required lines and states, or willing to obtain the required licenses.

Responsibilities

Make decisions for assigned books of insurance business.
Work with Producers and HUB personnel on client service, marketing, and renewals while following HUB practices and procedures.
Oversee preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
Understand clients’ insurance objectives and compare insurance plans to determine suitability.
Keep current on insurance-industry developments and external conditions that may affect clients.
Recommend appropriate responses to relevant changes without requiring manager approval.
Act as a liaison between clients and carriers to resolve escalated, complex service issues involving policy interpretation and experience-based judgment.
Negotiate with underwriters and carriers when appropriate.
Troubleshoot claims and billing issues.
Maintain overall retention of accounts in the assigned book of business.
Develop business from existing accounts and assigned leads, contributing to departmental production goals.
Identify and follow up on cross-selling opportunities when appropriate.
Manage, organize, and conduct client meetings when necessary.
Document client and carrier conversations, update HUB and agency management systems, and ensure data accuracy.
Travel on company business as required.
Prepare management reports as required.
Attend industry-related continuing education training and courses.
Perform other assigned duties and projects.

Benefits

Competitive salaries and benefits.
Medical, dental, and vision insurance, plus voluntary insurance options.
Health Savings Account funding.
401(k) matching program.
Company-paid life and short-term disability plans.
Supplemental life and long-term disability options.
Comprehensive wellness program.
Paid parental leave.
Generous paid time off, including vacation, holidays, sick time, and personal time.
Training, licensing support, and ongoing development opportunities.
Retirement savings matching.
Employee engagement events.
Community support and involvement through HUB Gives.