Regional Account Manager, Personal LinesRoseville, CA

Job Description

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, 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. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. 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. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

  • are seeking a progressive work environment at a rapidly growing organization

  • have a desire to help others protect their future

  • have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  • are focused on learning and development to enhance your industry knowledge and expertise

  • are a self-starter willing to invest time and energy to learn the technical aspects of our business

  • believe in integrity and building success by developing relationships with others

THE OPPORTUNITY:

The Regional Personal Lines Account Manager provides critical support to the Central and Northern CA region clients, manages a book of insurance business of $225,000+ in revenue by acting with a high degree of independent discretion, autonomy, and decision-making. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.

RESPONSIBILITIES:

  • May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client.

  • 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 the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.

  • Acquires understanding of clients’ business and 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. May also negotiate with underwriters and carriers.

  • Troubleshoots claims and billing issues.

  • Responsible for overall retention of accounts in assigned book of business.

  • Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.

  • Identifies and follows-up on cross-selling opportunities when appropriate.

  • Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data

  • Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.

  • Prepares reports for management as required.

  • Oversees functions performed by less experienced Account Managers and Client Support Specialists as required.

  • Supports, mentors, and trains less experienced Account Managers and Client Support Specialists, as necessary.

  • Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.

  • Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses.

  • Performs other duties and projects as assigned.

  • Establish and maintain good working relationships with company sales representatives, service centers, underwriting, and claim representatives.

  • Coordinate the servicing of assigned accounts with the Account Manager.

  • Enter data as required by insurance company automation systems.

  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

  • Gather underwriting, pricing, and supporting data for preparation of submission.

  • Check policies and endorsements for completeness and accuracy. Prepare policies delivery to clients

  • Input/maintain data on account management system and ancillary systems as required.

  • Other responsibilities as assigned.

WHAT YOU BRING TO THE TABLE:

  • Hold a high school diploma/GED (college degree strongly preferred)

  • Have at least 3+ years of related personal lines experience within a brokerage environment

  • Have the confidence and demeanor to effectively interact with all levels within the organization

  • Are computer literate - Microsoft Office Suite and Outlook

  • Are well-organized with excellent verbal and communication skills

#LI-RS

Disclosure required under applicable municipal regulations in NY and NJ, as well as the law in Colorado, California and Washington states: The expected salary range for this position is $55,000- $70,000/yr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some position

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

#CA #LI-RS1 #LI-LW1

EEOAA Policy

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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

EEOAA Policy

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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.