Personal Lines Account Manager

HUB International

Account Manager leading customer service and client segmentation for a book of insurance business at HUB International. Focused on client retention, revenue growth, and effective communication.

Posted 4/15/2026full-timeMooresville • Missouri • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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