Account Manager, Personal Lines

HUB International

. Provide critical support to clients and manage a book of personal lines insurance business .

Posted 9/18/2026full-timeSanta Barbara • California • United StatesMid-LevelSenior💰 $30 - $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing personal lines insurance accounts, providing exceptional client service, and effectively communicating with various stakeholders. Proficient in analyzing insurance plans and identifying cross-sell and up-sell opportunities to enhance business growth.

Highest-signal resume keywords

Personal Lines Insurance ExperienceClient Service ManagementInsurance Plan AnalysisMicrosoft Office Suite ProficiencyCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Lines InsuranceAccount ManagementInsurance Plan AnalysisNegotiation SkillsClaims TroubleshootingBilling Issue ResolutionCross-SellingUp-SellingReport PreparationTransaction Processing

Soft Skills

Excellent Verbal CommunicationWell-OrganizedInterpersonal SkillsConfidence in Client InteractionAbility to Learn Technical Aspects

Tools & Technologies

Microsoft Office SuiteOutlookAgency Management Systems

Industry Keywords

Brokerage EnvironmentInsurance Industry ChangesClient LiaisonUnderwriter NegotiationClient Meetings

About the role

Key responsibilities & impact

Provide critical support to clients and manage a book of personal lines insurance business
Work closely with Producers and HUB personnel on client service, marketing, and renewal
Provide professional service to clients, carriers, underwriters, business partners, and HUB colleagues
Prepare and implement transactions, paperwork, and internal processing for assigned accounts
Analyze and compare insurance plans and recommend suitable options
Stay current on insurance industry changes and external conditions affecting clients
Act as liaison between clients and insurance carriers to resolve service issues
Negotiate with underwriters and carriers as needed
Troubleshoot claims and billing issues
Identify cross-sell and up-sell opportunities for HUB products and services
Maintain accurate account files and update HUB and agency management systems
Prepare reports, proposals, and comparisons for management
Manage account rounding and develop new business as appropriate
Organize and conduct client meetings
Perform other assigned duties and projects

Requirements

What you’ll need

High school diploma/GED required
College degree strongly preferred
At least 3+ years of related personal lines experience within a brokerage environment
Required experience: 2–5 years of relevant experience
Computer literacy, including Microsoft Office Suite and Outlook
Excellent verbal and communication skills
Well-organized
Confidence and demeanor to effectively interact with all organizational levels
Ability to learn the technical aspects of the insurance business
Required education: High school or equivalent
No travel required

Benefits

Comp & perks

Comprehensive health, dental, vision, life, and disability insurance
Flexible benefits options
FSA
HSA
401(k) accounts
Paid time off benefits
Eligible bonuses, equity, and commissions for some positions
Continuous opportunities for growth and development
Continuing education training and courses
Hybrid working arrangement