Remote Personal Lines Account Manager jobs in United States
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HUB International · 4 months ago

Remote Personal Lines Account Manager

HUB International is a leading insurance brokerage firm, and they are seeking a Remote Personal Lines Account Manager to manage a book of insurance business. The role involves providing exceptional service to clients, supporting Producers and Account Managers, and developing new business while ensuring high account retention rates.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Makes decisions on books of insurance business for which the incumbent is responsible
Works closely with Account Managers, Producers and other HUB personnel on all aspects of client service, marketing, and renewal 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 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

Qualification

Customer serviceInsurance knowledgeProblem solvingMicrosoft OfficeAgency management systemsClient meetingsData accuracyOral communicationWritten communicationTeamworkNegotiation

Required

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
Minimum of a FL 4-40; must be willing to obtain 2-20 or 20-44 P&C License if not already completed
Current with all necessary CE credits in required lines and states
2-5 years of relevant experience
High school or equivalent

Company

HUB International

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase