Account Manager, Personal Lines
- Tulsa, OK
- Permanent
- Full-time
- Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
- 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 in accordance with standard practices, policies, and procedures
- Works closely with Producers (if applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to Broker Standards
- Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
- Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. 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
- 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 billing issues
- Organizes client meetings when necessary
- Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management systems when necessary. Ensures the accuracy of data in those systems
- Prepares reports for management as required
- Oversees functions performed by Account Administrators as required.
- Supports, mentors, and trains Account Administrators, as necessary.
- Attends industry related continuing education training and courses.
- Performs other duties and projects as assigned.
- Team Work – Supports everyone's efforts to succeed.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
- Quality Management – Demonstrates attention to detail.
- Project Management – Ability to lead a team and adhere to deadlines
- At least 3 years of experience in an Insurance Account Management role. Brokerage experience is preferred.
- Bachelor’s degree preferred
- High School diploma or equivalent required
- P & C License required
- Desire to obtain professional designation highly desirable (e.g. CISR, AAI, ARM, CIC, CPCU)
- Bilingual in English and Spanish a big plus.
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.