Personal Lines Account Manager

The Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers and Account Managers in maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Along with helping the day to day flow of the department where needed, which includes changes to accounts, mailing of policies and quoting. u00b7 Makes decisions on books of insurance business for which the incumbent is responsible. u00b7 Works closely with Account Managers, Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUBu2019s best practices and standard procedures. u00b7 Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. u00b7 Acquires understanding of clientsu2019 insurance objectives and critically analyzes and compares insurance plans to determine suitability. u00b7 Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. u00b7 Makes appropriate recommendations to clients in response to those changes independent of manager approval. u00b7 Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. u00b7 May also negotiate with underwriters and carriers. u00b7 Troubleshoots claims and billing issues. u00b7 Responsible for overall retention of accounts in assigned book of business. u00b7 Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. u00b7 Identifies and follows-up on cross-selling opportunities when appropriate. u00b7 Manages, organizes, and conducts client meetings when necessary. u00b7 Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. u00b7 Ensures the accuracy of data in those systems. u00b7 Travels on company business as required. u00b7 Prepares reports for management as required. u00b7 Attends industry related continuing education training and courses. u00b7 Performs other duties and projects as assigned. Required Knowledge, Skills, Abilities and Experience u00b7 Excellent oral and written English communications skills. u00b7 Superior customer service and problem solving skills. u00b7 Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. u00b7 Ability to work in a team environment. u00b7 Ability to work a regular, full-time work schedule at HUBu2019s facility(s) and ability to travel on business when required. Licensing or Certification Requirements: u00b7 Minimum of a FL 4-40; must be willing to obtain 2-20 or 20-44 P&C License if not already completed u00b7 Current with all necessary CE credits in required lines and states Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity 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. E-Verify Program ( 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 recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Created: 2025-12-04