Personal Lines Account Manager

Summary The Personal Lines Account Manager will manage a book of Personal Lines including High net‑worth/Private Client 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 in obtaining, 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.
Essential Duties and Responsibilities Make decisions on books of insurance business for which the incumbent is responsible.
Work closely with Producers (if applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability.
Stay abreast of changes in the insurance industry and other external conditions that may impact clients.
Make appropriate recommendations to clients in response to those changes independent of manager approval.
Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience‑based judgment.
Negotiate with underwriters and carriers as necessary.
Troubleshoot claims and billing issues.
Manage overall retention of accounts in assigned book of business.
Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals.
Identify and follow up on cross‑selling opportunities when appropriate.
Manage, organize, and conduct client meetings when necessary.
Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary.
Ensure the accuracy of data in those systems.
Travel on company business as required.
Prepare reports for management as required.
Attend industry related continuing education training and courses.
Perform other duties and projects as assigned.
Requirements Excellent oral and written English communications skills.
Superior customer service and problem‑solving skills.
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
Ability to work in a team environment.
Ability to work a regular, full‑time work schedule at HUB’s facility(s) and travel on business when required.
Currently licensed in good standing in required lines and states, or willing to obtain.
2‑5 years of relevant experience.
High school or equivalent education.
Equal Employment Opportunity Statement 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, veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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