Personal Lines Account Manager

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

In this role, you will:

• Perform Personal Lines Quoting (New & Renewal Business)
• Quoting new lines as needed.
• Respond to client calls and emails in a timely manner.
• Prepare and complete renewal reviews with clients as needed or required.
• Process lost policy release forms; transmit correspondence to insured and carriers
• Issue certificates of insurance and evidence of property forms to clients and clients representatives upon request
• Perform billing related functions such as: premium invoicing, premium financing, reconciliation of commission items with HUB HFC/ARC and follow up with clients on past due accounts receivable items
• Process endorsement requests and secure pricing from carrier if needed
• Manage account documentation; send documentation to insured; and follow up to ensure it was received and submitted to the carrier
• Maintain follow-up system with insurance carriers to ensure requests are processed timely
• Furnish underwriters with additional information as requested
• Pursue a program for personal and professional development
• Perform other specific duties and projects as assigned by management
• Provide support to the Producers and Account Executives
• Daily management the agency interface system (download) and ensure all transactions are matched so revenue is recorded accurately by month end

What you offer us:

• 2-5 years insurance experience
• Well organized with an aptitude for details
• Strong written and oral communication skills
• Strong work ethic
• Understand and analyze insurance coverages, forms, and policies
• Work normally scheduled hours and additional time as needed
• Basic knowledge of Microsoft Office, especially Microsoft Excel, required
• EPIC proficiency preferred

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.

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