Full-Time

Account Manager II

Personal Lines / High Net-Worth

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Compensation Overview

$66.6k - $90kAnnually

+ Bonus + Equity + Commission

Mid, Senior

Encino, Los Angeles, CA, USA + 1 more

More locations: Culver City, CA, USA

Hybrid role requiring onsite presence in Encino and Century City a few days per week.

Category
Customer Success Management
Sales & Account Management
Requirements
  • High School Diploma / GED; College degree strongly preferred
  • 3-5 years in an insurance Account Management role (brokage experience required) or equivalent combination of education & experience
  • Private Client/High Net-Worth experience required. Experience within the Entertainment space strongly preferred
  • 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
  • MUST be willing to work onsite at the Business Manager's offices in Encino and Century City, as needed.
Responsibilities
  • Provides critical support to clients, manages a book of high net-worth clients, operating 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
  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve
  • May also negotiate with underwriters and carriers
  • Troubleshoots claims and billing issues
  • Responsible for overall retention of accounts in assigned book of business
  • Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals
  • Identifies and follows-up on cross-selling opportunities when appropriate
  • 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
  • Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements
  • Prepares reports for management as required
  • Oversees functions performed by less experienced Account Managers and Client Support Specialists as required
  • Supports, mentors, and trains less experienced Account Managers and Client Support Specialists, as necessary
  • Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients
  • Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses
  • Performs other duties and projects as assigned

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Embedded insurance models create new partnership opportunities for Hub.
  • Digital transformation in insurance boosts demand for Hub's advanced analytics solutions.
  • Growing importance of cybersecurity increases investments in Hub's cyber risk management.

What critics are saying

  • Rapid acquisitions may attract regulatory scrutiny from antitrust authorities.
  • Rising premiums and reduced coverage availability could lead to customer dissatisfaction.
  • Integration of acquired companies may disrupt Hub's existing workflows.

What makes HUB unique

  • Hub's acquisition strategy strengthens its market position and service offerings.
  • VIU by Hub enhances digital insurance solutions for financial institutions.
  • Hub's focus on personalized insurance products meets evolving customer needs.

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