Full-Time

Account Manager II

Personal Lines

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Compensation Overview

$65k - $80kAnnually

+ Bonus + Equity + Commission

Mid, Senior

San Francisco, CA, USA + 2 more

More locations: Sacramento, CA, USA | Riverside, CA, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis
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 experience strongly preferred
  • Currently licensed in good standing in required lines and states.
  • Ability to manage a book size of $225,000+ in revenue.
  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Desire to learn and grow within the insurance industry.
  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
  • Confidence and demeanor to effectively interact with all levels within the organization.
  • Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
  • Ability to effectively work with a team and coach others in developing their skills and abilities.
  • Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
  • Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
  • Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Responsibilities
  • 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

  • Increased demand for cyber insurance presents growth opportunities for Hub.
  • AI integration in claims processing can reduce costs and improve customer satisfaction.
  • Blockchain technology can enhance transparency and reduce fraud in Hub's operations.

What critics are saying

  • Over-reliance on acquisitions may lead to integration challenges and cultural clashes.
  • Insurtech companies threaten traditional models, requiring Hub to innovate quickly.
  • Economic downturns could reduce demand for insurance, affecting Hub's revenue growth.

What makes HUB unique

  • Hub International's strategic acquisitions enhance its commercial and personal insurance offerings.
  • The company strengthens its specialty practices with industry-specific acquisitions.
  • Hub's expansion targets diverse markets, including construction and oil & gas.

Help us improve and share your feedback! Did you find this helpful?

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