Account Manager II, Personal Lines

🕒 August 5

🏢🏡 San Francisco – Hybrid

💵 $80k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 26%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 102 days.
• Jobs at this company usually fill in 32 days.

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HUB International

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1998

💼 Consulting

🏥 Healthcare

🏨 Hospitality

Consulting • Healthcare • Hospitality

HUB International is a leading insurance brokerage firm that provides a wide range of insurance and risk management services. They offer personal and business insurance solutions, including employee benefits, retirement and private wealth management, and people and technology consulting. HUB International serves a diverse array of industries, including agriculture, construction, finance, healthcare, hospitality, real estate, and transportation, among others. Their services include claims management, risk management, and employee training and development. HUB International positions itself as a partner committed to supporting and protecting its clients.

📋 Description

• Provide critical support to clients and manage a book of insurance business generating $225,000+ in revenue • Work alongside Producers and serve as the primary client contact when assigned • Provide professional service to clients, carrier representatives, underwriters, business partners, and HUB colleagues • Oversee preparation and implementation of transactions, paperwork, and internal processing for assigned accounts • Analyze and compare insurance plans to determine suitability for clients • Liaise between clients and insurance carriers to resolve escalated, complex service issues • Negotiate with underwriters and carriers as needed • Troubleshoot claims and billing issues • Retain accounts and develop new business from existing accounts and assigned leads • Identify and follow up on cross-selling opportunities • Maintain accurate account files and update HUB and agency management systems • Prepare annual review reports and conduct client meetings with recommendations for improvements • Prepare management reports as required • Oversee, support, mentor, and train less experienced Account Managers and Client Support Specialists • Stay current on insurance industry changes and recommend appropriate client actions • Attend continuing education training and courses • Perform other assigned duties and projects

🎯 Requirements

• High School Diploma / GED required • College degree strongly preferred • 3–5 years in an insurance Account Management role; brokerage experience required • Equivalent combination of education and experience accepted • Private Client experience strongly preferred • Currently licensed in good standing in required lines and states • Ability to manage a book size of $225,000+ in revenue • Professional oral and written communication skills • Ability to present information and respond to questions from managers, clients, customers, and the public • Critical thinking and problem-solving skills • Ability to respond promptly and accurately to customer needs and difficult situations • Ability to develop and maintain strong client relationships • Ability to work effectively with insurance and service vendors • Ability to work effectively with a team and coach others • Ability to gather pertinent information, analyze issues, and implement solutions • Ability to prioritize and organize multiple tasks and responsibilities • Proficiency with Microsoft Office Suite, Outlook, and agency management systems • Ability to calculate discounts, interest, commissions, proportions, and percentages • Ability to communicate and exchange accurate information • Required education: high school or equivalent

🏖️ Benefits

• Competitive and flexible benefits options • Health, dental, vision, life, and disability insurance • Flexible spending account (FSA) • Health savings account (HSA) • 401(k) accounts • Paid time off benefits • Eligible bonuses, equity, and commissions for some positions • Continuous opportunities for growth and development • Industry-related continuing education training and courses • Entrepreneurial work environment • Financial security and career satisfaction

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