Full-Time

Account Manager

Personal Lines

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Compensation Overview

$66.6k - $95kAnnually

+ Bonus + Equity + Commissions

Junior, Mid

Encino, Los Angeles, CA, USA + 1 more

More locations: Culver City, CA, USA

Position may be hybrid (Encino or Culver City).

Category
Customer Success Management
Sales & Account Management
Requirements
  • High School Diploma / GED; College degree strongly preferred.
  • 3+ years in an insurance Account Management role (brokerage experience required) or equivalent combination of education & experience.
  • Mass Affluent experience required, Private Client experience a plus.
  • Demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.
  • Computer proficient with Microsoft Office Suite, Outlook, and AMS (Epic preferred).
  • Willing to complete continuing education requirements, as needed.
Responsibilities
  • Provides critical support to clients, manages 2 books of insurance business totaling approximately $4M in revenue, and operates with the highest degree of professionalism, discretion, autonomy, and decision-making.
  • Promotes positive and effective relationships between the sales and service team.
  • May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client.
  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
  • May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
  • Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
  • May negotiate with underwriters and carriers.
  • Troubleshoots claims and billing issues.
  • Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
  • Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
  • Performs other duties and projects as assigned.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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