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HUB International · 1 day ago

Personal Insurance Account Manager

Denver, CO

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $80K/yr

2+ years exp

HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In this role, you will assist Account Managers and Producers in servicing assigned Personal Lines accounts, focusing on client retention and delivering exceptional service.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making

Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues

Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

Make major decisions independent of manager approval on the book for which you are responsible

Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability

Stay abreast of changes in the insurance industry and other external conditions that may impact their clients; make appropriate recommendations to clients in response to those changes independent of manager approval

Act 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

Troubleshoot claims and billing issues

Responsible for overall retention of accounts in assigned book of business

Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals; identify and follow-up on cross-selling opportunities when appropriate

Manage, organize, and conduct client meetings when necessary

Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary; ensure the accuracy of data in those systems

Travel on company business as required

Prepare reports for management as required

Attend industry related continuing education training and courses

Qualification

Insurance account managementClient retentionProblem-solving skillsAgency/brokerage experienceInsurance licensingMicrosoft OfficeCustomer serviceCommunicationTeamwork