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 + Commission

Mid, Senior

San Francisco, CA, USA + 2 more

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

Category
Customer Success Management
Sales & Account Management

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 / GED; College degree strongly preferred
  • 3-5 years in an insurance Account Management role (brokerage experience required) or equivalent combination of education & experience
  • Private Client experience strongly preferred
  • Currently licensed in good standing in required lines and states.
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.
Desired Qualifications
  • 5+ years of related commercial lines insurance experience within a brokerage environment
  • Confidence and demeanor to effectively interact with all levels within the organization
  • Computer literate - Microsoft Office Suite and Outlook

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