Grand Rapids, MI, USA
10 days ago
Personal Lines Account Manager

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 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 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 opportunity!

Benefits you may enjoy working at HUB International Midwest-East:

Medical, Dental, and Vision (PPO, HMO, and HSA)Comprehensive Wellness Program401(k) Retirement PlanLife and Disability PlansVacation, Holiday, Sick, and Personal Time OffPet InsuranceBonus ProgramComprehensive Onboarding ProgramContinuing Education / Personal Development ProgramsFlexible Work ArrangementsEmployee Engagement EventsDress for Your Day Dress-CodeService 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 proactivelyManage client segmentation for your book of business, reviewed annuallyGain an understanding of client insurance objectives and make recommendationsAnalyzes and compares insurance plans to determine suitabilityProvide advice to clients on claims as neededCoordinate with Sales Executives to ensure a smooth onboarding processAct as liaison between clients and carriers to solve issuesUtilize carrier service centers as necessary

Retain clients and revenue

Lead your clients annual review process and deliver our customer service commitment based on client segmentationAbility to effectively communicate rate increases in a way that highlights our valueLead the remarket process with Associate Account Managers as necessaryNotify 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 referralsContact clients on monoline list and prior year lost business report for opportunitiesPrepare and present insurance quotes to clients based on need

Reduce E&O exposure

Responsible for ensuring all appropriate documentation in EpicHas an understanding of Michigan Essential Insurance Act and other regulatory requirements

Job Requirements

Valid Michigan Property/Casualty insurance licenseCurrent with all necessary CE credits in required lines and states3+ years’ experience and demonstrated proficiency in insurance account management roleSuperior customer service and problem-solving skillsAbility to work in a team environmentDemonstrated 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 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

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