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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-timeSpokane, WA, USA$25 - $28 /hr

About the Job

Requirements

  • High school diploma or equivalent.
  • A Property and Casualty Insurance Producer License is required.
  • Exceptional customer service skills.
  • Strong reading comprehension and analysis skills.
  • Strong data entry skills.
  • Strong written and oral communication skills.
  • Strong organization and follow-up skills.
  • Ability to work effectively in a team environment.
  • Proficiency in Word, Excel, Outlook, and internet use.
  • Ability to meet the role's physical and environmental demands, including regularly sitting, using hands and fingers, and talking or hearing; occasional lifting or moving of up to ten pounds; and close vision for viewing a computer monitor.

Responsibilities

  • Manage a book of insurance business and provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues.
  • Work independently, as part of a team, or with a Producer to advocate for clients, retain clients, and write new client accounts or lines of coverage as needed.
  • Follow best practices and broker standards.
  • Service day-to-day client needs, including responding to communications about coverage questions, policy changes, payments, and cancellations.
  • Manage the client renewal process, including obtaining updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal numbers to clients where applicable, and invoicing.
  • Review quote documents to ensure all insurance requirements are included in quote proposals.
  • Manage client relationships to ensure satisfaction.
  • Manage and delegate work to Assistant Account Managers as needed to support their progress and appropriate workload.
  • Manage relationships with underwriters to achieve positive client outcomes and negotiate coverage with underwriters.
  • Ensure the completion and accuracy of proposals, bind coverage, review policies for accuracy, and create client policy summaries and binders.
  • Set up and maintain electronic records.
  • Use best practices and internal broker standards to service and maintain client files and information.
  • Train and collaborate with team members to share and educate them about coverage, exposures, and client knowledge.

Desired Qualifications

  • Two or more years of insurance brokerage or property and casualty insurance experience in an account management role is preferred.
  • Experience with the Applied EPIC Agency Management System is preferred but not required.

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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