HUB International · 4 hours ago
Account Manager, Personal Lines
Larkspur, CA
Full-time
Hybrid
Entry Level
$65K/yr - $80K/yr
1+ years expHUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions. The Personal Lines Account Manager is responsible for managing a book of insurance business, providing support to clients, and facilitating effective relationships with colleagues and clients.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client
Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability
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
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements
Prepares reports for management as required
Oversees functions performed by less experienced Account Managers and Client Support Specialists as required
Seeks continued knowledge and 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; Attends industry related continuing education training and courses
Performs other duties and projects as assigned
Qualification
Required
High School Diploma / GED; College degree strongly preferred
1-3 years in an insurance Account Management role (brokage experience preferred)
Active P&C License
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
Ability to effectively and professionally communicate orally and in writing with internal and external customers
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
Computer skills: proficiency with Microsoft Office Suite and Outlook
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Desire to learn and grow within the insurance industry
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity and commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase