Personal Insurance Account Manager
Listed on 2026-01-14
-
Insurance
Insurance Sales, Risk Manager/Analyst, Insurance Agent, Property Insurance
We are seeking an Account Manager to join our growing Personal Lines team! In this role, you will assist Account Managers and Producers in servicing assigned Personal Lines accounts in accordance with the company's practices, policies, and procedures. You will play a key part in supporting client retention, maintaining strong carrier relationships, and delivering exceptional day‑to‑day service.
In This Role, You Will- Manage a book of insurance business, exercising independent discretion, autonomy, and decision‑making.
- Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
- Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
- Make major decisions independent of manager approval on the book for which you are responsible.
- Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
- Acquire an understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability.
- Stay abreast of changes in the insurance industry and other external conditions that may impact clients; make appropriate recommendations to clients in response to those changes independent of manager approval.
- Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience‑based judgment.
- May also negotiate with underwriters and carriers.
- Troubleshoot claims and billing issues.
- Be responsible for overall retention of accounts in the assigned book of business.
- Develop new business from existing accounts and assigned leads, contributing to meeting departmental production goals; identify and follow‑up on cross‑selling opportunities when appropriate.
- Manage, organize, and conduct client meetings when necessary.
- Document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary; ensure the accuracy of data in those systems.
- Travel on company business as required.
- Prepare reports for management as required.
- Attend industry‑related continuing education training and courses.
- 1–2 years of experience and demonstrated proficiency in insurance account management.
- Prior agency/brokerage experience is preferred.
- High School diploma or equivalent required.
- Current licensing in good standing in required lines and states.
- Current with all necessary CE credits in required lines and states.
- Excellent written and verbal communication skills.
- Superior customer service and problem‑solving skills.
- Proficiency with computer systems, including Microsoft Office and automated agency management system(s).
- Ability to work in a fast‑paced, team environment.
- A rewarding job that helps local businesses in the community.
- Medical/dental/vision/life insurance, 401(k) matching program, Health Savings Account funding, and voluntary insurance options.
- Generous time‑off policies.
- A work/life balance because that’s important for all of us.
- Learning from the expertise of your coworkers.
- Growth opportunities as HUB expands.
- Be part of a motivated team.
- Additional benefits based on qualifications of applicant.
HUB International is a leading 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 more than 19,000 employees in 600 offices across North America, HUB offers employees resources in both technology and industry expertise while maintaining the local flavor of its offices.
WhyChoose HUB?
At HUB, we invest in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding industry knowledge to better serve our valued clients. We are committed to providing competitive and…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).