Personal Lines Account Manager - Private Client
Personal Lines Account Manager - Private Client
Posted 21 days ago
SENIORITY
Senior
About the role
- Makes decisions on books of insurance business for which the incumbent is responsible.
- Works closely with producers, brokers, and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's 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, 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, virtually or in-person, 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.
- Performs other duties and projects as assigned
- Attends industry related continuing education training and courses.
- 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 HUB's facility(s) and ability to travel on business when required.
- EPIC experience a plus
- Licensing or Certification Requirements:
- FL 2-20 or 20-44 P&C License
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
