Hub International Limited

Personal Lines Account Manager

Hub International Limited$85K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-7 years of experience in insurance account management
  • Agency experience preferred
  • Experience with high-net-worth accounts is a plus
  • High school diploma or equivalent required
  • Current licensing in relevant lines and states
  • Advanced professional designation (e.g., AAI, ARM, CIC) desirable
  • Strong written and verbal communication skills

Responsibilities

  • Manage a book of high-net-worth insurance business
  • Provide professional service to clients and partners
  • Develop new business while maintaining account retention
  • Make independent decisions regarding accounts
  • Oversee transaction documentation and processing for accounts
  • Analyze clients' insurance objectives and recommend plans accordingly
  • Act as a liaison to resolve complex client service issues

Benefits

  • Comprehensive medical, dental, vision, and life insurance
  • 401(k) matching program and HSA funding
  • Generous time-off policies
  • Promotes a healthy work/life balance
  • Opportunities for professional growth and mentorship
  • Part of a motivated and supportive team environment
Full Job Description

Summary: 

We are seeking a Senior Account Manager experienced in servicing high-net-worth accounts to join our growing Personal Lines team! As a Senior Account Manager, your primary responsibilities will be servicing and maintaining existing accounts in our Personal lines department. Additionally, you may be expected to upsell clients on additional lines where possible.  

 

In this role, you will: 

  • Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making 

  • Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues 

  • Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures 

  • Make major decisions independent of manager approval on the book for which you are responsible 

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

  • Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability 

  • Stay abreast of changes in the insurance industry and other external conditions that may impact their clients; make appropriate recommendations to clients in response to those changes independent of manager approval 

  • Act 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 

  • Troubleshoot claims and billing issues 

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

  • Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals;identifyand follow-up on cross-selling opportunities when appropriate

  • Manage, organize, and conduct client meetings whennecessary

  • •Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary; ensure the accuracy of data in those systems

  • Travel on company business asrequired

  • Prepare reports for management asrequired

  • Mentor and support Account Managers asneeded

  • Attend industry related continuing education training andcourses


What you offer us:  

  • 3-7years of experience and demonstratedproficiency in an insurance account management 

  • Agency experience ispreferred

  • Preferably prior experience with highnet workaccounts

  • High School diploma or equivalent required

  • Currently licensed in good standing in required lines andstates

  • Current with all necessary CE credits in required lines andstates

  • Advanced professional designation highly desirable (e.g.AAI, ARM, CIC)

  • Excellent written and verbal communications skills

  • Superior customer service and problem-solving skills

  • Demonstratedproficiencywith computer systems, including but not limited to Microsoft Office and automated agency management system(s)

  • Ability to work in a teamenvironment

What we offer you:

  • A rewarding job that helps local businesses in the community

  • Medical/dental/vision/lifeinsurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

  • Generoustime-off policies

  • A work/life balance becausethat’simportant for all of us

  • Learn from theexpertiseof your coworkers

  • Growth- HUB is growing, and so can yourcareer

  • Be part of a motivated team

  • Additionalbenefits based on qualifications of applicant

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $85,000.00 $95,000.00 annually 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: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

This is a hybrid role, requiring three days per week in the office.

The posting end date is July 15, 2026. This may change depending on the volume of applicants.

 

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

About Hub International Limited

Hub International Limited is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. With more than 13,000 employees in 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.
Learn more about Hub International Limited
Size
13,000 employees
Industry
Founded
1998

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