Full-Time

Private Client Personal Lines Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Consulting
Consumer Software
Enterprise Software
AI & Machine Learning

Junior, Mid

Jupiter, FL, USA + 9 more

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

Hybrid position with multiple locations in Florida.

Category
Customer Success Management
Sales & Account Management
Required Skills
Marketing
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.
  • EPIC experience a plus
  • FL 2-20 or 20-44 P&C License
  • Current with all necessary CE credits in required lines and states
Responsibilities
  • Makes decisions on books of insurance business for which the incumbent is responsible.
  • Works closely with producers, brokers, and other HUB personnel on all aspects of client service, marketing, and renewals 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, 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, virtually or in-person, 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.
  • Performs other duties and projects as assigned.
  • Attends industry related continuing education training and courses.

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Embedded insurance is a growing market, aligning with HUB's strategic acquisitions.
  • Digital platforms like VIU enhance customer experience and streamline insurance processes.
  • Demand for personalized insurance products supports HUB's tailored solutions for affluent clients.

What critics are saying

  • Integration challenges from multiple acquisitions may disrupt HUB's operations and customer service.
  • Rising interest rates could impact HUB's borrowing costs and expansion plans.

What makes HUB unique

  • HUB's acquisition of Insuritas enhances its embedded insurance offerings for financial institutions.
  • VIU by HUB leverages a digital platform to expand customer reach and engagement.
  • HUB's focus on affluent clients offers tailored risk management strategies for complex needs.

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