Personal Lines Account Manager

About HUB: 

HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. 

Summary: 

We are seeking a Senior Account Manager experienced in servicing high-net-worth accounts to join our growing Personal Lines team! As a Senior Account Manager, your primary responsibilities will be servicing and maintaining existing accounts in our Personal lines department. Additionally, you may be expected to upsell clients on additional lines where possible.  

In this role, you will: 

• 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<