The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business
Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal
Provides professional, courteous service to clients, resulting in a rate of account retention that meets or exceeds expectations
Prepares and implements all transactions, paperwork, and internal processing for assigned accounts
Seeks continued knowledge and stays abreast of changes in the insurance industry
Acts as liaison between clients and insurance carriers to resolve service issues
Troubleshoots claims and billing issues
Identifies opportunities for cross-sell and up-sell of other HUB products and services
Maintains accurate and organized account files
Prepares reports, proposals and comparisons for management as required

High School Diploma / GED; College degree strongly preferred
1-3 years in an insurance Account Management role (brokerage experience preferred) or equivalent combination of education & experience
Currently licensed in good standing in required lines and states
Ability to effectively and professionally communicate orally and in writing with internal and external customers
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs
Ability to gather pertinent information and facts, analyze and solve problems timely and thoroughly
Proficiency with Microsoft Office Suite, Outlook and agency management systems

Account Manager, Personal Lines

Key skills