Personal Lines Account Manager

HUB International•Midland, MI

14d

About The Position

HUB International is a team of entrepreneurs dedicated to protecting businesses and individuals in their local communities. They help businesses evaluate risks and develop tailored solutions. As a global firm, HUB offers employees resources in technology and industry expertise while maintaining a local office culture. HUB International is one of the largest global insurance and employee benefits brokers, providing a wide array of products and services. With over 19,000 employees in over 500 offices across North America, HUB has experienced substantial growth, partly due to its success in mergers and acquisitions.

Requirements

Valid Michigan Property/Casualty insurance license
Current with all necessary CE credits in required lines and states
3+ years’ experience and demonstrated proficiency in insurance account management role
Superior customer service and problem-solving skills
Ability to work in a team environment
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system

Responsibilities

Lead the customer service and client segmentation strategy for your book
Develop and maintain relationships with target market clients to ensure that service needs are met proactively
Manage client segmentation for your book of business, reviewed annually
Gain an understanding of client insurance objectives and make recommendations
Analyzes and compares insurance plans to determine suitability
Provide advice to clients on claims as needed
Coordinate with Sales Executives to ensure a smooth onboarding process
Act as liaison between clients and carriers to solve issues
Utilize carrier service centers as necessary
Retain clients and revenue
Lead your clients annual review process and deliver our customer service commitment based on client segmentation
Ability to effectively communicate rate increases in a way that highlights our value
Lead the remarket process with Associate Account Managers as necessary
Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue
Grow book by account rounding and asking for referrals
Develop new business revenue from existing accounts via cross sell and referrals
Contact clients on monoline list and prior year lost business report for opportunities
Prepare and present insurance quotes to clients based on need
Reduce E&O exposure
Responsible for ensuring all appropriate documentation in Epic
Understands Michigan Essential Insurance Act and other regulatory requirements