Account Manager

Summary:

The Personal Lines Account Manager is responsible for managing the entire account-service process, marketing clients to various carriers, responding to client inquiries regarding coverage and eligibility, ensuring the accuracy of policies, endorsements, EOIs, and audits, and maintaining organized and accurate account files.

Duties and Responsibilities:

• Managing apersonal linesbook ofbusiness consisting ofmid-market accountsto include maintaining organized and accurate account files in the agency management system

• Work closely with a sales producer and other team members on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures

• Act as a liaison between clients and insurance carriers, you will be responsible for resolving any service issues, as well negotiating with underwriters and troubleshooting claims and billing issues

• Understand clients’ insurance objectives and critical analysis are required to compare insurance plans for suitability

• Explore cross-selling opportunitiesfrom existing accounts,when appropriate.

Qualifications: 

• One or moreyears ofcustomerserviceoraccount management experience, preferably in the insurance industry 

• Strong verbaland written communication skills with the ability to effectively interact withclients, underwriters, and colleagues.

• Computer proficient with Microsoft Office SuiteandOutlook.  Familiarity with Adobe, DocuSign, and AI toolshelpful.

• Must haveTexas General LinesProperty & Casualtylicenseor obtain the license within60 days of employment.  Must maintain license throughout employment.