HUB International

Personal Insurance Account Manager

HUB International

full-time

Posted on:

Location Type: Hybrid

Location: Denver • Colorado • United States

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Salary

💰 $60,000 - $80,000 per year

About the role

  • 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
  • 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
  • Stay abreast of changes in the insurance industry and other external conditions that may impact their clients
  • Act as liaison between clients and insurance carriers to resolve escalated complex service issues
  • Manage, organize, and conduct client meetings when necessary
  • Document conversations with clients and carrier representatives and update all HUB computer systems

Requirements

  • 2-5 years of experience and demonstrated proficiency in insurance account management
  • Prior agency/brokerage experience is preferred
  • High School diploma or equivalent required
  • Currently licensed in good standing in required lines and states
  • Current with all necessary CE credits in required lines and states
  • Excellent written and verbal 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 system(s)
  • Ability to work in a fast-paced, team environment
Benefits
  • Medical/dental/vision/life insurance
  • 401k matching program
  • Health Savings Account funding
  • Voluntary insurance options
  • Generous time-off policies
  • A work/life balance
  • Opportunities for growth
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurance account managementaccount roundinginsurance plan analysistransaction processingclient documentation
Soft Skills
communication skillscustomer serviceproblem-solvingorganizational skillsteamwork
Certifications
insurance licensecontinuing education credits