Personal Lines Account Manager

HUB International•Midland, MI

2d•Onsite

About The Position

At HUB International, we are a team of entrepreneurs who believe in empowering our clients by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. HUB is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

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 function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals.
Reduce E&O exposure.
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
Responsible for ensuring all appropriate documentation in Epic
Understands Michigan Essential Insurance Act and other regulatory requirements