Personal Lines Account Manager

Posted 7 Hours Ago
Be an Early Applicant
6 Locations
In-Office
Mid level
Insurance
The Role
Manage a book of personal lines insurance accounts: lead client service and segmentation strategy, retain and grow accounts through cross-sell and referrals, coordinate onboarding and carrier relations, lead annual reviews and remarkets, communicate rate changes, ensure documentation in Epic and agency systems, and comply with Michigan insurance regulations to reduce E&O exposure.
Summary Generated by Built In

Personal Lines Account Manager 

 

Who We Are 

 

At 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 one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 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 You 

 

At 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 opportunities! 

 

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 In 

 

Lead 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 Responsibilities 

 

Lead 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 

  • Understands 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:

Required Education:

HUB International Limited is an equal opportunity 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.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Skills Required

  • Valid Michigan Property/Casualty insurance license
  • Current with all necessary CE credits in required lines and states
  • 3+ years' experience in insurance account management
  • Superior customer service and problem-solving skills
  • Ability to work in a team environment
  • Demonstrated proficiency with computer systems, including Microsoft Office and agency management system
  • Understanding of Michigan Essential Insurance Act and other regulatory requirements

HUB International Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.

  • Flexible Benefits Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
  • Healthcare Strength Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
  • Retirement Support A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.

HUB International Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

What We Do

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

Similar Jobs

In-Office
Indianapolis, IN, USA
In-Office
Indianapolis, IN, USA
In-Office
Indianapolis, IN, USA

Similar Companies Hiring

Globe Life Thumbnail
Insurance • Financial Services
McKinney, TX
3000 Employees
MassMutual India Thumbnail
Big Data • Fintech • Information Technology • Insurance • Financial Services
Hyderabad, Telangana
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account