Account Manager II, Commercial Lines

The Account Manager II manages a book of insurance business and provides professional courteous service to clients carrier representatives underwriters business partners and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion autonomy and Account Manager II also supports Producers and other support staff in obtaining maintaining and expanding business.

• Works closely with Producers and other HUB personnel on all aspects of client service marketing and renewal while adhering to HUBs best practices and standard procedures.
• 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.
• Oversees (and performs when needed) the preparation and implementation of transactions paperwork and internal processing for assigned accounts. Includes acting as Back-up for other support staff members.
• Acquires understanding of clients insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Coordinates the implementation of the clients strategic plan. This includes: Performing key value-added services including but not limited to Pre-Renewal Strategic Planning Risk ID Assessments Contract Reviews Claims Reviews (in coordination with Claims Management) Market Analysis Stewardship Reports Deductible Analysis etc.; Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.
• 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.
• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices policies and procedures.
• In conjunction with the producer or independently manages organizes and conducts client meetings
• 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 reports proposal and comparisons for management as required.
• 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.
• Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required.
• Supports mentors and trains other support staff members.
• Provides a high level of support toSales staffin obtaining maintaining and expanding business.
• Performs other duties and projects as assigned.

Qualifications

• High School Diploma / GED
• 5 years account management experience (brokerage preferred) or equivalent combination of education & experience
• Property & Causality License

Knowledge / Skills / Abilities

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers clients customers and the general public.
• Computer skills: proficiency with Microsoft Office Suite Outlookand agency management systems.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions conclusions or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients needs.
• Ability to respond to customer needs solicit customer feedback to improve service and handle difficult or emotional customer situations promptly and accurately.
• Ability to calculate figures and amounts such as discounts interest commissions proportions percentages.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Ability to effectively work with a team and coach others in developing their skills and abilities.
• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

Working Conditions and Physical Demands

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery such as a calculator copy machine and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets office machinery etc.

ABOUT HUB:

In a rapidly changing world HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds 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 that put our clients in control. 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.

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. The EEO is the Law poster and its supplement is available here at Policy

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We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the US Recruiting Team toll-free at or. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $85000-$100000/yr depending on geographical location and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions 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.

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E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.