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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-timeSacramento, CA, USAHybrid

About the Job

Requirements

  • Hold a high school diploma or GED; a college degree is strongly preferred.
  • Have at least 3 years of related personal lines experience within a brokerage environment.
  • Be computer literate, including Microsoft Office Suite and Outlook.
  • Be well-organized with verbal and communication skills.

Responsibilities

  • Work closely with Producers and other HUB personnel on client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures.
  • Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, with the goal of meeting or exceeding account-retention expectations.
  • Prepare and implement transactions, paperwork, and internal processing for assigned accounts.
  • Understand clients’ insurance objectives and analyze and compare insurance plans to determine suitability.
  • Maintain knowledge of changes in the insurance industry and external conditions that may affect clients, make appropriate recommendations, and attend industry-related continuing education training and courses.
  • Act as a liaison between clients and insurance carriers to resolve service issues; negotiate with underwriters and carriers as needed; troubleshoot claims and billing issues.
  • Identify opportunities to cross-sell and up-sell HUB products and services when appropriate, and document other insurance products and services clients purchase through other providers and the providers’ identities.
  • Maintain organized account files by documenting conversations with clients and carrier representatives, updating HUB and automated agency management systems, and ensuring data accuracy.
  • Prepare reports, proposals, and comparisons for management as required.
  • Handle account rounding and develop new business as appropriate and in accordance with standard practices, policies, and procedures.
  • Organize and conduct client meetings in conjunction with the producer or independently.
  • Perform other duties and projects as assigned.

Desired Qualifications

  • A college degree is strongly preferred.

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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