We are seeking an Account Manager to join our growing Personal Lines team! In this role, you will assist Account Managers and our Producer in servicing assigned Personal Lines accounts in accordance with the company's practices, policies, and procedures. You will play a key part in supporting client retention, maintaining strong carrier relationships, and delivering exceptional day-to-day service.
Requirements
- Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
- Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues
- Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
- Make major decisions independent of manager approval on the book for which you are responsible
- Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
- Acquire understanding of clients' insurance objectives and critically analyze and compare insurance plans to determine suitability
- Stay abreast of changes in the insurance industry and other external conditions that may impact their clients; make appropriate recommendations to clients in response to those changes independent of manager approval
- Act 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
- Troubleshoot claims and billing issues
- Responsible for overall retention of accounts in assigned book of business
- Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals; identify and follow-up on cross-selling opportunities when appropriate
- Manage, organize, and conduct client meetings when necessary
- Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary; ensure the accuracy of data in those systems
- Travel on company business as required
- Prepare reports for management as required
- Attend industry related continuing education training and courses
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies
