Personal Lines Account Manager
Hub International
Holland, Michigan
7h ago

Position Summary

The role of the Account Manager is to lead the customer service function and client segment strategy for a book of business, retain clients and revenue, and grow the book by account rounding and referrals.

Job Responsibilities

Lead the customer service and client segmentation strategy for your book of business

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

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

Cultural Expectations :

  • Determination Unsatisfied until we are the best. We go the extra mile for clients and colleagues
  • Ownership Responsible to each other, our clients and our goals
  • Teamwork Together we attain greater success
  • Sincerity Direct and caring communication
  • LI-SL1

    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 .

    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 . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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