Personal Lines Regional Account Specialist

2 weeks ago

Sacramento, California, United States 50190 Hub International Insurance Services Inc. Full time

Position Overview

ABOUT HUB INTERNATIONAL:

In a world that is constantly evolving, HUB International stands as a beacon for businesses and individuals seeking guidance in navigating uncertainties. As a prominent entity in the global insurance landscape, our mission is to provide our clients with the confidence that their most valued assets are protected through unwavering support and tailored insurance solutions. Our growing team across North America comprises a diverse array of skilled professionals and leaders, each recognized for their deep expertise in the insurance domain.

BENEFITS OF JOINING HUB:

With a network of over 450 offices across North America, we foster a vibrant, competitive, and inclusive workplace that equips our employees for sustained success. At HUB, we prioritize the professional growth of our team members, offering ongoing opportunities for advancement and skill enhancement. Our entrepreneurial culture encourages our staff to make informed decisions that benefit both our clients and the organization, with a strong emphasis on expanding the industry knowledge of our insurance experts to better serve our valued clients. We are committed to providing comprehensive and flexible benefits packages that adapt to your evolving needs over time. Join us as we work towards creating a future that harmonizes a diverse and stimulating work environment with financial security and career satisfaction.

We are an ideal fit if you:

  • Seek a progressive work environment within a rapidly growing organization
  • Have a passion for helping others secure their futures
  • Embrace an entrepreneurial spirit and thrive on business development
  • Value continuous learning and development to enhance your industry expertise
  • Are a proactive learner dedicated to understanding the technical nuances of our field
  • Uphold integrity and believe in achieving success through relationship building

ROLE SUMMARY:

The Regional Account Manager for Personal Lines plays a crucial role in supporting clients throughout the Central and Northern California region, overseeing an insurance portfolio with revenues exceeding $225,000. This position requires a high degree of autonomy and discretion, as the Account Manager fosters positive and productive relationships with sales and account team members.

KEY RESPONSIBILITIES:

  • Collaborate with Producers, when assigned, to serve as the primary contact for clients at HUB
  • Deliver professional and courteous service to clients, carrier representatives, underwriters, and colleagues to ensure high account retention rates
  • Manage account rounding and identify new business opportunities in accordance with established practices
  • Oversee all account transactions, documentation, and internal processes
  • Understand clients' business and insurance goals to assess insurance plans effectively
  • Act as a liaison between clients and insurance carriers, resolving complex service issues
  • Address claims and billing inquiries
  • Focus on client retention and generating new business from existing accounts
  • Identify cross-selling opportunities and contribute to departmental objectives
  • Maintain precise account documentation and records
  • Prepare annual review reports and conduct client meetings for insurance program assessments
  • Provide management with necessary reports
  • Support and mentor less experienced team members
  • Stay informed on industry developments and client needs to make appropriate recommendations
  • Participate in industry-related training to enhance knowledge
  • Perform additional duties as assigned

REQUIRED QUALIFICATIONS:

  • High school diploma/GED required (college degree preferred)
  • Minimum of 3 years of relevant personal lines experience in a brokerage environment
  • Strong interpersonal skills with the ability to engage effectively at all levels
  • Proficient in Microsoft Office Suite and Outlook
  • Well-organized with exceptional communication abilities

INTERESTED IN JOINING US?

If you are ready to embark on a rewarding career journey in a diverse and challenging environment with financial stability, we encourage you to submit your application online. We welcome candidates from all backgrounds, including veterans and individuals with disabilities, and take pride in our diverse workforce.

HUB International Limited is an equal opportunity employer that values diversity and does not tolerate discrimination based on various factors. If you require assistance with our careers page or application process, please reach out to our recruiting team; we strive to ensure our website is accessible to all users.

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