Personal Lines Account ManagerWho We AreAt HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
HUB is the 5th largest 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. With over 17,000 employees in over 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
What We Offer YouAt HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!
Benefits you may enjoy working at HUB International Midwest-East:- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Bonus Program
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day Dress-Code
- Service Awards
Here's Where You Come InLead the customer service function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals. Reduce E&O exposure.
Job ResponsibilitiesLead the customer service and client segmentation strategy for your book- Develop and maintain relationships with target market clients to ensure that service needs are met proactively
- Manage client segmentation for your book of business, reviewed annually
- Gain an understanding of client insurance objectives and make recommendations
- Analyzes and compares insurance plans to determine suitability
- Provide advice to clients on claims as needed
- Coordinate with Sales Executives to ensure a smooth onboarding process
- Act as liaison between clients and carriers to solve issues
- Utilize carrier service centers as necessary
Retain clients and revenue- Lead your clients annual review process and deliver our customer service commitment based on client segmentation
- Ability to effectively communicate rate increases in a way that highlights our value
- Lead the remarket process with Associate Account Managers as necessary
- Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue
Grow book by account rounding and asking for referrals- Develop new business revenue from existing accounts via cross sell and referrals
- Contact clients on monoline list and prior year lost business report for opportunities
- Prepare and present insurance quotes to clients based on need
Reduce E&O exposure- Responsible for ensuring all appropriate documentation in Epic
- Has an understanding of Michigan Essential Insurance Act and other regulatory requirements
Job Requirements- Valid Michigan Property/Casualty insurance license
- Current with all necessary CE credits in required lines and states
- 3+ years' experience and demonstrated proficiency in insurance account management role
- Superior customer service and problem-solving skills
- Ability to work in a team environment
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system
Department Account Management & Service
Required Experience:
Required Travel: No Travel Required
Required Education:
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 .
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