Encino, CA, USA
35 days ago
Account Manager II, Personal Lines / High Net-Worth

IGNITE YOUR PASSION * IMPACT WHAT MATTERS 

 WHO WE ARE.

Breaking Boundaries for 25 years - and counting.

The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among 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. 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.

WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.

We have the competitive, exciting, and friendly work environment you are seeking.  We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. 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 welcome ALL candidates and are proud of our wonderfully diverse employee population. 

 

We are proud to be designated “Top Workplaces 2023” for the 4th consecutive year!!

 “HUB LAOC is a place where I have every opportunity to share my voice and be part of the diverse culture in our organization. I feel very confident as my authentic self and know I have a place at HUB where my ideas and contributions are welcomed, valued, and respected.”  Glenn - VP, Constituent Experience

 “In my short time here at HUB, I have already had the privilege of working with some of the most outstanding coworkers! At HUB, no matter what your job title is every single person from the top down makes you feel like you have a voice and wants you to know that you are playing a crucial role in this company’s future. I love that HUB places so much value on building relationships with those you work with and recognizes the importance of communication and camaraderie in the workplace. I look forward to having many more years of being a part of the HUB family!” Clara – Client Service Associate

WE’LL TAKE CARE OF YOU.

We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals.  Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!

THE OPPORTUNITY:

The Personal Lines Account Manager II provides critical support to clients, manages a book of high net-worth clients, operating with the highest degree of professionalism, discretion, autonomy, and decision-making. The Account Manager II promotes positive and effective relationships between the sales and service team. 

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.

WHAT YOU BRING TO THE TABLE.

You are a change advocate; you go above and beyond, and you are fun to be around!

High School Diploma / GED; College degree strongly preferred

3-5 years in an insurance Account Management role (brokage experience required) or equivalent combination of education & experience.

Private Client/High Net-Worth experience required. Experience within the Entertainment space strongly preferred.

You have demonstrated oral and written communication skills with the ability to effectively interact with all levels within the organization.

Computer proficient with Microsoft Office Suite, Outlook, and AMS (Epic preferred).

Willing to complete continuing education requirements, as needed.

MUST be willing to work onsite at the Business Manager's offices in Encino and Century City, as needed.

*This role can be a hybrid role reporting to our Encino office a few days/week and working from home a few days/week.

  *The expected salary range for this position is $66,560 - $90,000 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 positions.

TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

We want to meet you!  Apply today and start your journey to a better tomorrow.

#LI-DD

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: Some college (no degree)

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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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