Account Manager - Commercial Lines

HUB International is a global insurance broker offering a comprehensive range of property casualty risk management life and health employee benefits investment and wealth management solutions. With more than 600 offices and over 20000 employees across North America we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB

Throughout our network we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

are seeking a progressive work environment at a rapidly growing organization

have a desire to help others protect their future

have an entrepreneurial spirit and are challenged by the opportunity to grow the business

are focused on learning and development to enhance your industry knowledge and expertise

are a self-starter willing to invest time and energy to learn the technical aspects of our business

believe in integrity and building success by developing relationships with others

Account Manager II

The Account Manager II will provide professional courteous service to our clients producers and company personnel. With a positive attitude the AM will provide a high level of support in obtaining maintaining expanding and servicing our commercial accounts. Working alongside the Producers the AM shall be responsible for overseeing management of assigned accounts including redundant interface with appropriate decision makers carrier interface/marketing relevant collaboration with colleagues throughout HUB and negotiation of coverage terms and conditions.

Issues related to policy processing maintenance of client data on the Epic agency management system routine changes (e.g. adding a new vehicle to the policy) and other transactional or clerical work fall within the domain of the AMII.

This role requires an individual who is professional and who displays the drive determination and self-motivation to manage the needs of the producer and the clients.

JOB RESPONSIBILITIES

• Manages a book of insurance business while acting with the necessary level 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.
• Provides a high level of support toour Sales staffin obtaining maintaining and expanding business.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices policies and procedures.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. Negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
• Produce binders certificates endorsements and other related items while verifying their accuracy.
• Maintain controls on renewals and binders to ensure timely preparation and processing.
• Prepare summaries of insurance schedules and proposals as needed for account review.
• Remarket renewals contact clients create renewal proposals and handle other renewal activities in coordination with the producer.
• Assist Producers in the premium collection process and handle accounting issues.
• Refers current and prospective clients to other departments for solicitation of those lines of business.
• Assist clients with claims when necessary.
• Adhere to all Agency systems procedures and state regulations.
• Assist the Producer with the implementation of the clients strategic plan. This includes:
  • Assisting with 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.
  • Assist with the value-added services being provided by our Risk Services and Claims Management Divisions
• Work with producer to understand the clients insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stay 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 independent of manager approval.
• Assists the producer in managing organizing and conducting client meetings when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.
• Supports and helps develop less experienced CSA staff.
• Attends industry related continuing education training and courses.

QUALIFICATIONS

• Five (5) years in experience in commercial lines with insurance company or agency
• A high school diploma required; some college preferred; college degree desired.
• Property and Casualty Insurance License
• Good telephone techniques and the ability to communicate effectivelywith prospective and existing clients as well as other staff members.
• Proficient with Microsoft Office Suite (Word Excel Outlook)
• Ability to understand policy forms and coverage descriptions.
• Proven mathematical skills.
• Demonstrated proficiency with computer systems including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a positive team environment.
• Strong typing skills with an ability to compose clear and concise letters.
• Organizational skills required.
• Willingness to attend educational classes desired.
• High attention to detail essential
• Applied Epic agency management experience preferred
• Hybrid work schedule; must be in office minimum of three days weekly.

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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