Account Manager, Personal Lines

 Primary Role: 

The Personal Lines Account Manager works collaboratively with the Producer and/or Account Executive managing a book of business. Coordinates and provides day-to-day service for Personal Lines clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. 

Duties and Responsibilities: 

• Manages a book of insurance business, while acting with a high degree of professionalism 

• 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 

• May also be responsible for account rounding and in accordance with standard practices, policies, and procedures 

• Works closely with Producers (if applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to Broker Standards 

• 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 

• 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 billing issues 

• Organizes client meetings when necessary 

• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management systems when necessary.  Ensures the accuracy of data in those systems 

• Prepares reports for management as required 

• Oversees functions performed by Account Administrators as required. 

• Supports, mentors, and trains Account Administrators, as necessary. 

• Attends industry related continuing education training and courses. 

• Performs other duties and projects as assigned. 

Key Competencies: 

To perform the job successfully, an individual should demonstrate the following competencies: 

• Teamwork