Personal Lines Account Manager
$31,200–$31,200 year
On-siteMiami, Florida, United States or Tampa, Florida, United States
Job Summary
Manage a book of insurance business with high autonomy, providing professional service to clients, carriers, and underwriters to meet retention expectations. Oversee transaction processing, paperwork, and internal operations for assigned accounts while analyzing client objectives to recommend suitable plans. Troubleshoot claims and billing issues, negotiate with carriers, and resolve escalated service matters using independent judgment. Develop new business from existing accounts and leads, identify cross-selling opportunities, and conduct client meetings as needed. Document interactions, update automated agency management systems, and prepare management reports. Maintain current licensing and CE credits while traveling on company business as required.
Required Qualifications
- Excellent oral and written English communications skills
- Superior customer service and problem solving skills
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
- Ability to work in a team environment
- Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required
- Minimum of a FL 4-40
- Must be willing to obtain 2-20 or 20-44 P&C License if not already completed
- Current with all necessary CE credits in required lines and states
- 2-5 years of relevant experience
- High school or equivalent
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