Full-Time

Personal Lines Account Manager

Posted on 1/3/2025

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Mid, Senior

Tampa, FL, USA + 8 more

More locations: Miami, FL, USA | Winter Park, FL, USA | Tallahassee, FL, USA | Gainesville, FL, USA | Fort Myers, FL, USA | Melbourne, FL, USA | Jacksonville, FL, USA | Plantation, FL, USA

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

You match the following HUB's candidate preferences

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

Degree
Experience
Requirements
  • Excellent oral and written English communications skills.
  • Superior customer service and problem solving skills.
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
  • Ability to work in a team environment.
  • Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.
  • Minimum of a FL 4-40; must be willing to obtain 2-20 or 20-44 P&C License if not already completed
  • Current with all necessary CE credits in required lines and states
  • 2-5 years of relevant experience
  • High school or equivalent
Responsibilities
  • Makes decisions on books of insurance business for which the incumbent is responsible.
  • Works closely with Account Managers, Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
  • 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.
  • 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.
  • Manages, organizes, and conducts client meetings when necessary.
  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
  • Ensures the accuracy of data in those systems.
  • Travels on company business as required.
  • Prepares reports for management as required.
  • 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

  • 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

INACTIVE