Personal Lines Service Account Manager job

HUB InternationalWinter Park, FL
HUB International jobs

Company

Job Description

The Service Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. 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. Provides a high level of support to Producers and Account Managers in maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Along with helping the day to day flow of the department where needed, which includes changes to accounts, mailing of policies and quoting.

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

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

  • Works closely with Account Managers, 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, paperwork, 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.

  • Required Knowledge, Skills, Abilities and Experience

  • Excellent oral and written English communications skills.

  • Superior customer service and problem solving skills.

  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.

  • Ability to work in a team environment.

  • Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.

  • Department Account Management & Service

    Required Experience: 2-5 years of relevant experience

    Required Travel: Negligible

    Required Education: Bachelor's degree (4-year degree)

    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 .

    EEOAA Policy at https://hubinternational.jobs/eeo/

    E-Verify Program at https://hubinternational.jobs/e-verify/

    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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

    HUB International

    Type

    Company - Private

    Size

    Large

    Revenue

    $1B to 2B

    Location

    Chicago, IL

    Industry

    Insurance

    Founded

    1998

    CEO

    Martin P. Hughes

    Similar jobs in the area
    Personal Lines Account Manager (Full Time)Palm City, Florida. About: Founded in 2019, this company is a growth-focused national insurance services firm that partners with employee benefits and property & casualty agencies across the United States. Th...Read more
    The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, busine...Read more
    Full Time About Patra Patra Corporation is the worldwide leader in insurance agency back-office and account management business process outsourcing. Patra offers a wide range of services designed to lower costs, reduce risk and improve employee...Read more
    Primary Responsibilities: Ability to handle complex accounts Cross-selling to existing and new clients Ordering and processing renewal and change requests Acting proactively to retain accounts; according to agency procedures and standards Actively solicits...Read more
    gig jobs
    Deliver with Uber. Earn on your schedule. Sign up to deliver with Uber Eats and earn $1050 when you complete 100 deliveries in your first 90 days. Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends; it's up to...Read more
    Personal Lines - Account Manager Apopka, FL, USA Orlando, FL, USA Req #320 Tuesday, February 16, 2021 Personal Lines - Account Manager Currently seeking a Personal Lines Account Manager for an exciting opportunity at Gentry Insurance Agency, Apopka/Orlando...Read more
    gig jobs
    Psychology Tutor JobsVarsity TutorsOrlando, FL
    #Orlando Psychology Tutor Jobs Varsity Tutors has students in #Orlando looking for Psychology tutoring. Varsity Tutors is a live learning platform that connects tutors with learners to provide personalized learning. In addition to having knowledge of...Read more
    Responsibilities: · Interact with Clients/Agents to provide quotes from various companies · Multitasking and handling multiple accounts · Detail oriented – checking policies for accuracy · Preparing Proposals/Policies for agents · Cross-selling and...Read more
    We're Insurance Office of America, one of the nation's largest privately held agencies. IOA was founded in 1988 with the idea that professional client service provided by knowledgeable, caring, and passionate people makes for a winning combination. Whether...Read more
    Commercial Lines Account ManagerInsurance Office of AmericaLongwood, FL
    3+ years of commercial lines of Account Management experience; or 5+ years of related experience in the insurance industry. PC proficiency, including MS Office.Read more
    The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, busine...Read more
    Commercial Lines Account ManagerSihle Insurance GroupAltamonte Springs, FL
    Minimum of 5 years agency or other relevant insurance experience. Assisting with duties for co-workers who are absent, including issuing certificates, when…Read more
    Show more jobs
    500+ more jobs

    Similar jobs

    About Patra Patra is a leading provider of Technology-Enabled Services to the insurance industry. Patras team of global experts allow brokers, MGAs, wholesalers and carriers to capture the Patra Advantage profitable growth and organizational value. Patra...Read more
    Personal Lines Service Account ManagerHQ Hub International Florida, a Division of Hub International Midwest LimitedWinter Park, FL
    The Service Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters...Read more
    Commercial Lines - Account Manager Orlando, FL, USA Req #372 Friday, April 9, 2021 Commercial Lines - Account Manager Currently seeking a Commercial Account Manager to join our team for an exciting opportunity at Newman Crane, Orlando, FL, a part of The...Read more
    Stahl Morse & Associates Insuranceis looking for a highly experienced Commercial Lines Account Manager to join our growing team in Longwood, FL. We are looking for a professional, knowledgeable team player who can provide superior service to our commercial...Read more
    Account Manger - Commercial LinesOverviewMembers of our team are responsible for partnering with the other members of our commercial lines department to manage the day-to-day requests and requirements of the agencys valued clients.The ideal candidate will...Read more
    Job SummaryBrown & Brown of Florida, Inc's Orlando (Maitland) office is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Personal Lines Client Account Manager. This individual provides customer...Read more
    Job Summary Brown & Brown of Florida, Inc's Orlando (Maitland) office is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Personal Lines Client Account Manager. This individual provides customer...Read more
    Commercial Lines Account ManagerHQ Hub International Florida, a Division of Hub International Midwest LimitedWinter Park, FL
    GENERAL DESCRIPTIONThe Select Commercial Account Manager is responsible for assisting Producers and other Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.ESSENTIAL DUTIES AND...Read more
    INSURANCE SALESOpenInsuranceOrlando, FL
    SUMMARY The OpenInsurance Home Insurance Digital Sales Representative (DSR) will be responsible for managing inbound calls from potential clients who did not complete the online quote process. Specifically, the DSR identifies applicant needs and assists in...Read more
    Overview Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who...Read more