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HUB International

Global insurance brokerage and risk management

Account Manager - Personal Lines

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeSt. Louis, MO, USANo salary listed

About the Job

Requirements

  • At least 3 years of experience in an insurance account management role.
  • A high school diploma or equivalent is required.
  • A Property and Casualty license is required, or the employee must be able to obtain one within 120 days of hire.
  • Must hold a valid driver's license and have dependable transportation.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; write routine reports and correspondence; and speak effectively with customers and teammates.
  • Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.
  • Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret technical instructions in mathematical or diagram form while handling abstract and concrete variables.
  • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and ability to follow guidelines for working in the EPIC broker management system for premium efficiency.
  • Ability to perform the essential duties, including the stated physical requirements, with reasonable accommodation where applicable.

Responsibilities

  • Manage a book of insurance business with a high degree of independent discretion, autonomy, and decision-making.
  • Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues, meeting or exceeding account-retention expectations.
  • May be responsible for account rounding in accordance with standard practices, policies, and procedures.
  • Work with Producers, when applicable, and other personnel on client service, marketing, and renewal while adhering to Broker Standards.
  • Oversee the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
  • Understand clients’ insurance objectives; analyze and compare insurance plans for suitability; and stay informed about insurance-industry changes and external conditions that may affect clients.
  • Recommend appropriate responses to changes affecting clients.
  • Act as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment; may negotiate with underwriters and carriers.
  • Troubleshoot billing issues and organize client meetings when necessary.
  • Document conversations with clients and carrier representatives, update HUB and broker management systems as necessary, and ensure data accuracy.
  • Prepare reports for management as required.
  • Oversee functions performed by Account Administrators as required, and support, mentor, and train them as necessary.
  • Attend industry-related continuing education training and courses.
  • Perform other duties and projects as assigned.
  • Travel by car as needed to meet clients and attend outside events.

Desired Qualifications

  • Brokerage experience is preferred.
  • A bachelor's degree is preferred.
  • A professional designation is highly desirable, such as CISR, AAI, ARM, CIC, or CPCU.
  • Bilingual ability in English and Spanish is a plus.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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