HUB International
Personal Lines Account Manager
HUB International, Bluffton, South Carolina, United States, 29910
Overview
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Personal Lines Account Manager
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HUB International HUB International Limited (HUB) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. What we offer you: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance Focus on creating a meaningful environment through employee engagement events The opportunity to learn from colleagues who are amongst the top talent in the industry Growth potential - HUB is constantly growing and so can your career A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives Summary
The Personal Lines Account Manager will manage a book of Personal Lines including High net-worth/Private Client insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Essential duties and responsibilities
Makes decisions on books of insurance business for which the incumbent is responsible. Works closely with Producers (if applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUBs best practices and standard procedures. Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Acquires understanding of clients insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues. Responsible for overall retention of accounts in assigned book of business. Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate. Manages, organizes, and conducts client meetings when necessary. Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems. Travels on company business as required. Prepares reports for management as required. Attends industry related continuing education training and courses. Performs other duties and projects as assigned. Requirements
Excellent oral and written English 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 systems. Ability to work in a team environment. Ability to work a regular, full-time work schedule at HUBs facility(s) and ability to travel on business when required.
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Join to apply for the
Personal Lines Account Manager
role at
HUB International HUB International Limited (HUB) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. What we offer you: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance Focus on creating a meaningful environment through employee engagement events The opportunity to learn from colleagues who are amongst the top talent in the industry Growth potential - HUB is constantly growing and so can your career A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives Summary
The Personal Lines Account Manager will manage a book of Personal Lines including High net-worth/Private Client insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Essential duties and responsibilities
Makes decisions on books of insurance business for which the incumbent is responsible. Works closely with Producers (if applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUBs best practices and standard procedures. Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Acquires understanding of clients insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues. Responsible for overall retention of accounts in assigned book of business. Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate. Manages, organizes, and conducts client meetings when necessary. Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems. Travels on company business as required. Prepares reports for management as required. Attends industry related continuing education training and courses. Performs other duties and projects as assigned. Requirements
Excellent oral and written English 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 systems. Ability to work in a team environment. Ability to work a regular, full-time work schedule at HUBs facility(s) and ability to travel on business when required.
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