Account Manager, Personal Lines

$66,560 - $95,000/Yr

Hub International - Los Angeles, CA

Full-time - Mid Level

Remote - Los Angeles, CA

501-1,000 employees

Insurance Carriers and Related Activities

About the position

The Account Manager, Personal Lines at HUB International plays a crucial role in managing client accounts, ensuring effective communication and service delivery. This position involves overseeing two books of insurance business, totaling approximately $4M in revenue, while maintaining professionalism and discretion. The Account Manager is responsible for account management, claims management, and underwriting services, providing clients with tailored insurance solutions and fostering positive relationships between sales and service teams.

Responsibilities

• Manage two books of insurance business totaling approximately $4M in revenue.
• Provide professional and courteous service to clients, carrier representatives, and HUB colleagues.
• Promote positive relationships between the sales and service teams.
• Oversee the preparation and implementation of all transactions and paperwork for assigned accounts.
• Analyze clients' business and insurance objectives to determine suitable insurance plans.
• Negotiate with underwriters and carriers as needed.
• Troubleshoot claims and billing issues for clients.
• Maintain accurate and organized account files, documenting conversations and updating systems.
• Stay informed about changes in the insurance industry that may impact clients.
• Perform other duties and projects as assigned.

Requirements

• High School Diploma / GED; College degree strongly preferred.
• 3+ years in an insurance Account Management role (brokerage experience required).
• Experience with Mass Affluent clients; Private Client experience is a plus.
• Demonstrated oral and written communication skills.
• Proficient in Microsoft Office Suite, Outlook, and AMS (Epic preferred).
• Willingness to complete continuing education requirements.

Nice-to-haves

• Experience in a remote or hybrid work environment.

Benefits

• Competitive salary and bonus potential.
• Health, dental, and vision insurance coverage.
• 401(k) plan with generous contributions.
• Paid time off and flexible scheduling options.
• Pet insurance and other health-related benefits.