Personal Lines Client Account Manager

HUB International

Posted 3 months ago

Full Time

San Antonio, Texas

Hybrid

Smart Summary

Responsibilities

Manage the full account-service process for mid-market personal lines insurance, including marketing clients to carriers and conducting annual reviews. Act as a liaison between clients and underwriters to resolve service, billing, and claims issues.

Qualifications

You have a high school diploma or GED, with a college degree strongly preferred. You possess a few years of experience in an insurance Account Management or Client Service Associate role, or significant customer service experience with a strong interest in insurance. You are proficient with Microsoft Office Suite, Outlook, and AMS (Epic preferred), and must have or be willing to obtain a Property & Casualty License.

Must Have Skills for ATS

Property & Casualty License

Microsoft Office Suite

Outlook

AMS

Epic

Job Description

About HUB:

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 19,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period.

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 a book of personal lines insurance business focused on mid-market accounts

  • Preparing annual review reports and conducting client meetings to review the insurance program and making appropriate recommendations for improvements

  • 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

  • Help develop new business from existing accounts and assigned leads and explore cross-selling opportunities when appropriate.

Qualifications:

  • High School Diploma / GED; College degree strongly preferred

  • Few years of experience in an insurance Account Management role or Client Service Associate role (brokerage experience preferred), or a strong interest in insurance coming from a customer-service role

  • You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.

  • Computer proficient with Microsoft Office Suite, Outlook, and AMS (Epic preferred).

  • Must have, or be willing to obtain, Property & Casualty License

  • You are a change advocate; you go above and beyond, and you are fun to be around!

Your future with HUB:

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB, you will become part of a rapidly growing company that offers significant opportunity for advancement.

  • Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

  • Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

  • Our Core Values:

    • Entrepreneurship: We encourage innovation and educated risk-taking.

    • Integrity: We do the right thing every time.

    • Teamwork: We work together to maximize results.

    • Accountability: We measure and take responsibility for outcomes.

    • Service: We serve customers, communities and colleagues.

If you value what we value, and like the perks along the way – Apply TODAY!

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent

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 HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

HUB International

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
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