Personal Lines Account Manager - Private Client - Hub International
Winter Park, FL
About the Job
The Account Manager manages a book of high net worth insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our VIP 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 and brokers 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. This role is focused on growth and retention of the private client book of business.
_To perform this job successfully, the employee must be able to perform each essential duty_ _satisfactorily._ _The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, gender, sexual orientation, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements._
+ 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.
Required Knowledge, Skills, Abilities and Experience
+ 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 remotely or at HUB’s facility(s) and ability to travel on business when required.
+ Florida 20-44 or 2-20 license is required.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action 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 .
EEOAA Policy (https://hubinternational.jobs/eeo/)
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
_To perform this job successfully, the employee must be able to perform each essential duty_ _satisfactorily._ _The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, gender, sexual orientation, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements._
+ 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.
Required Knowledge, Skills, Abilities and Experience
+ 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 remotely or at HUB’s facility(s) and ability to travel on business when required.
+ Florida 20-44 or 2-20 license is required.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action 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 .
EEOAA Policy (https://hubinternational.jobs/eeo/)
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Source : Hub International
