Full-Time

Personal Lines Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Junior, Mid

Jennings, LA, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
Data Analysis

You match the following HUB's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • High School diploma or equivalent, plus two (2) or more years of insurance agency experience in personal lines customer service and/or marketing role(s)
  • Presently hold a valid Louisiana Property & Casualty insurance license in compliance with continuing education requirements, or willingness to obtain insurance licensure within ninety (90) days of date of hire
  • Experience using Applied (EPIC) Agency Management System is preferred
  • Exceptional written and verbal communication skills
  • Superior customer service and problem-solving skills with the ability to work in a team environment
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
  • Detail-oriented self-starter
  • Significant skill in handling competing demands and projects
  • Excellent organizational skills and ability to prioritize and delegate responsibility
Responsibilities
  • Responsible for all aspects of client service, marketing, and renewal on assigned personal lines accounts while adhering to HUB’s best practices and standard procedures
  • Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals
  • Prepares and implements all transactions, correspondence, documents, and internal processing for assigned accounts
  • Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representatives
  • Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required
  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
  • 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 independent of manager approval
  • 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
  • Performs other duties and projects for the Crowley, LA office as assigned, such as greeting and assisting office visitors in a professional and friendly manner, using multi-line phone system to answer and route calls, and providing periodic backup to colleagues
Desired Qualifications
  • Brokerage experience is preferred
  • Experience using Applied (EPIC) Agency Management System is preferred

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Acquisitions like Woods Insurance Services bolster Hub's regional presence and capabilities.
  • Partnerships with InsurTech firms improve customer experience and operational efficiency.
  • AI integration in underwriting processes reduces costs and enhances accuracy.

What critics are saying

  • Rapid expansion may lead to integration challenges and operational inefficiencies.
  • Competition from private equity-backed brokers could result in talent drain.
  • Sector-specific risks in construction and oil & gas may impact Hub's growth.

What makes HUB unique

  • Hub International's strategic acquisitions enhance its commercial and personal insurance offerings.
  • Expansion into niche markets like construction strengthens Hub's industry-specific expertise.
  • Hub's focus on digital platforms aligns with industry trends towards AI-driven interfaces.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Paid Vacation

Flexible Work Hours

Professional Development Budget

Conference Attendance Budget

Unlimited Paid Time Off

Mental Health Support

Wellness Program

Phone/Internet Stipend

Home Office Stipend