Lead the entire post - sales organization as Head of Customer Success & Account Management. Transforming Customer Success into a commercially accountable organization aligned to the bootstrapped model.
About the role
- Account Manager facilitating positive relationships and managing personal line accounts for HUB International. Engaging with clients and optimizing insurance policy management for effective service delivery.
Responsibilities
- Assist the agency by managing a book of personal line accounts
- Marketing to carriers
- Preparing quotes and proposals
- Quickly responding to policy inquiries (email, phone)
- Maintaining renewal controls on expirations and binders
- Checking policies/endorsements/audits for accuracy
- Maintaining accurate and organized account files
Requirements
- High school diploma/GED (college preferred)
- Confidence and demeanor to effectively interact with all levels within the organization and clients
- Ability to work on a computer (Microsoft Office Suite and Outlook)
- Previous experience with personal insurance would be a bonus!
Benefits
- 401k plan where the Company matches 50% of the first 6% you contribute
- Paid parental leave
- Medical, dental, and vision options
- Robust wellness program
- Paid vacation, paid holidays, floating holidays, and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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