Account Manager, Personal Lines Job at Squaremouth, Monterey, CA

  • Squaremouth
  • Monterey, CA

Job Description

Personal Lines Account ManagerIn a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.Responsibilities:Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.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.Prepares and implements 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.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.Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are.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 reports, proposal and comparisons for management as required.May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.In conjunction with the producer or independently, manages, organizes, and conducts client meetingsPerforms other duties and projects as assigned.What You Bring To The Table:Hold a high school diploma/GED (college degree strongly preferred)Have at least 3+ years of related personal lines experience within a brokerage environmentHave the confidence and demeanor to effectively interact with all levels within the organizationAre computer literate - Microsoft Office Suite and OutlookAre well-organized with excellent verbal and communication skillsWe Are The Perfect Fit If You:Are seeking a progressive work environment at a rapidly growing organizationHave a desire to help others protect their futureHave an entrepreneurial spirit and are challenged by the opportunity to grow the businessAre focused on learning and development to enhance your industry knowledge and expertiseAre a self-starter willing to invest time and energy to learn the technical aspects of our businessBelieve in integrity and building success by developing relationships with othersWhy Choose Hub?Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here. EEOAA Policy E-Verify ProgramThe expected salary range for this position is $30-36/hr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

Job Tags

Work at office, Local area, Flexible hours

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