Insurance Account Manager II

4 weeks ago


Sacramento, California, United States HUB International Full time
About HUB International

HUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control.

Why Choose HUB?

At HUB, we believe in investing 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 the industry knowledge of our insurance professionals to better serve our valued clients.

The Opportunity

The Personal Lines Account Manager II provides critical support to clients, manages a book of insurance business by acting with a high degree of independent discretion, autonomy, and decision-making. This role requires strong communication and problem-solving skills, as well as the ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Key Responsibilities
  1. Manage a book of insurance business, including preparing and implementing all transactions, paperwork, and internal processing for assigned accounts.
  2. Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
  3. Develop and maintain strong client relationships, work effectively with insurance and service vendors to gain cooperation in meeting clients' needs.
  4. Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
  5. Responsible for overall retention of accounts in assigned book of business.
  6. Develop new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
Requirements
  • High School Diploma / GED; College degree strongly preferred.
  • 3-5 years in an insurance Account Management role (brokage experience required) or equivalent combination of education & experience.
  • Private Client experience strongly preferred.
  • Currently licensed in good standing in required lines and states.
What You Bring to the Table

You are perfect for this opportunity if you have a high school diploma/GED (college degree strongly preferred), at least 5+ years of related commercial lines insurance experience within a brokerage environment, are currently licensed in good standing, and have the confidence and demeanor to effectively interact with all levels within the organization.



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