About Us:
At HUB International we are a team of entrepreneurs. We believe in empowering our clients and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm we offer employees resources in both technology and industry expertise but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique regional culture.
HUB is the 5th largest global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 18000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.
Primary Role:
The Commercial Lines Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides daytoday service for property/casualty clients by maintaining client relationships supporting client retention maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.
Duties and Responsibilities:
- Manages a book of insurance business while acting with a high degree of independent discretion autonomy and decisionmaking
- 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
- Provides a high level of support to Producers in obtaining maintaining and expanding business
- May also be responsible for account rounding and in accordance with standard practices policies and procedures
- Works closely with Producers and other HUB personnel on all aspects of client service marketing and renewal while adhering to HUB 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
- Responsible for overall retention of accounts in assigned book of business
- Organizes client meetings when necessary
- Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system 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
Key Competencies:
To perform the job successfully an individual should demonstrate the following competencies:
- Team Work Supports everyones 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 selfdevelopment 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
Qualification Requirements:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Experience and Education:
- Experience in an Account Manager/Account Administrator role in a brokerage environment preferred
- Experience in customer service/ client facing role required
- Bachelors degree preferred
- P & C License preferred (If not will need be to be obtained within the first 90 days of employment)
#LIKP1
Department Account Management & Service
Required Experience: 12 years of relevant experience
Required Travel: No Travel Required
Required Education: Bachelors degree 4year degree)
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
Manager