Personal Lines Account Manager
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Grand Rapids • Missouri • United States
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About the role
- Lead the customer service function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals.
- Reduce E&O exposure.
- Develop and maintain relationships with target market clients to ensure that service needs are met proactively.
- Manage client segmentation for your book of business, reviewed annually.
- Gain an understanding of client insurance objectives and make recommendations.
- Analyzes and compares insurance plans to determine suitability.
- Provide advice to clients on claims as needed.
- Coordinate with Sales Executives to ensure a smooth onboarding process.
- Act as liaison between clients and carriers to solve issues.
- Utilize carrier service centers as necessary.
- Retain clients and revenue.
- Lead your clients annual review process and deliver our customer service commitment based on client segmentation.
- Ability to effectively communicate rate increases in a way that highlights our value.
- Lead the remarket process with Associate Account Managers as necessary.
- Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue.
- Grow book by account rounding and asking for referrals.
- Develop new business revenue from existing accounts via cross sell and referrals.
- Contact clients on monoline list and prior year lost business report for opportunities.
- Prepare and present insurance quotes to clients based on need.
- Responsible for ensuring all appropriate documentation in Epic.
- Understands Michigan Essential Insurance Act and other regulatory requirements.
Requirements
- Valid Michigan Property/Casualty insurance license
- Current with all necessary CE credits in required lines and states
- 3+ years’ experience and demonstrated proficiency in insurance account management role
- Superior customer service and problem-solving skills
- Ability to work in a team environment
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system
Benefits
- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Bonus Program
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day
- Dress-Code
- Service Awards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance account managementclient segmentationinsurance plan analysisclaims advicedocumentation in Epiccross sellingaccount roundingreferral generationinsurance quotes preparationE&O exposure reduction
Soft Skills
customer serviceproblem-solvingcommunicationrelationship managementteamworkproactive serviceclient retentionstrategic thinkingnegotiationpresentation skills
Certifications
Michigan Property/Casualty insurance licenseCE credits in required lines and states