Account Manager – Personal Lines
| Company | HUB |
|---|---|
| Location | Tulsa, OK, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- At least 3 years of experience in an Insurance Account Management role.
- P&C License required or able to obtain within 120 days from hire.
- Desire to obtain professional designation highly desirable (e.g. CISR, AAI, ARM, CIC, CPCU)
Responsibilities
- Manages a book of 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.
- May also be responsible for account rounding and in accordance with standard practices, policies, and procedures.
- Works closely with Producers (if applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to Broker Standards.
- Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
- Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
- Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve.
- Troubleshoots billing issues.
- Organizes client meetings when necessary.
- Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management systems when necessary.
- Prepares reports for management as required.
- Oversees functions performed by Account Administrators as required.
- Supports, mentors, and trains Account Administrators, as necessary.
- Attends industry related continuing education training and courses.
- Performs other duties and projects as assigned.
Preferred Qualifications
- Brokerage experience is preferred.
- Bachelor’s degree preferred.