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.

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