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HUB International · 9 hours ago

Personal Lines Account Manager

Memphis, TN

Full-time

Onsite

Mid Level

3+ years exp

HUB International Limited is one of the largest global insurance and employee benefits brokers, providing a broad array of products and services. The Personal Lines Account Manager manages a book of insurance business, providing professional service to clients and ensuring high account retention rates while supporting Producers in business development.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Makes decisions on books of insurance business for which the incumbent is responsible

Works closely with 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, correspondence, documents, 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

Insurance licensesAccount Management SystemsCustomer serviceMicrosoft OfficeProblem-solvingBasic math skillsTeamworkWritten communicationVerbal communication