HUB International

Personal Lines Account Manager

HUB International

full-time

Posted on:

Location Type: Hybrid

Location: Mooresville • 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 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 advicecross sellingaccount roundingdocumentation managementregulatory compliance
Soft Skills
customer serviceproblem-solvingcommunicationteamworkrelationship management
Certifications
Michigan Property/Casualty insurance licenseCE credits