Personal Lines Account Manager

About HUB

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 18,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Job Summary:
We are seeking a highly motivated and detail-oriented Personal Lines Account Manager to join our team. The ideal candidate will function independently to educate and assist clients, resolve issues, and manage insurance coverages efficiently. This role requires exceptional customer service skills, strong communication abilities, and a proactive approach to account management.

Responsibilities:

• Independently inform and educate clients, answer questions, resolve issues, and recommend coverage modifications as needed.
• Provide outstanding customer service for assigned accounts, including regular correspondence and communication with clients, producers, and insurance carriers.
• Market new and renewal business to appropriate carriers, preparing complete marketing submissions as required.
• Maintain accurate and up-to-date records in the agency management system in accordance with agency workflows.
• Prepare summaries of insurance, schedules, and proposals for account reviews following agency protocols.
• Verify accuracy of new and renewal policies, including rating, coverages, and other relevant details. Process transactions to generate billing invoices and ensure timely policy delivery to clients.
• Build and maintain strong relationships with clients and prospects through effective communication and research.
• Conduct prospect due diligence and connect with clients via phone, in-person meetings, and email.
• Identify opportunities for coverage enhancements or additional policies to round out client accounts.
• Educate clients and prospects on coverages, exclusions, and documentation requirements.
• Proactively seek referrals from existing clients and personal contacts.
• Develop relationships with local centers of influence to generate new business opportunities.

Qualifications:

• Must hold a current Property & Casualty license in the state of Texas.
• Minimum of 5 years of experience in personal lines account management.
• Experience with Applied EPIC is preferred.
• Demonstrated ability to proactively drive results against predefined goals and plans.
• Strong written and verbal communication skills.
• Motivated by relationship-building and helping clients.
• Ability to manage multiple complex tasks in a fast-paced environment.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel) and other online services.
• Prior experience working in an office setting, preferably within an independent insurance agency.

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Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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