Sr. Account Manager
Sr. Account Manager
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1 Vacancy
Job Description
This role requires an individual who is professional and who displays the drive determination and self-motivation to build a your mission will be to service and maintain existing accounts while uncovering opportunities for increasing your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business in the financial field as our client base are banks and credit unions.
About HUB:
HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether youre dealing withreal estate owned residential real estate commercial real estate auto watercraft RV powersport or equipment portfolios ouroutsourced insurance trackingblanket andimpairment programsare designed to address lending risk comprehensively.
Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.
Why Choose HUB
Throughout our network of more than 500 HUB offices in North America 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 providing 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Manages a book of insurance business while acting with a high degree 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 to Producers in 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
- Oversees (and performs when needed) the preparation and implementation of transactions paperwork and internal processing for assigned accounts. Includes acting as Back-up for Account Technician support staff
- Provides coverage analysis and risk management recommendations completing applications preparing submissions negotiating coverage and pricing with carriers and preparing proposals according to agency standards. You may also be called on to resolve issues related to billing make policy changes respond to policy coverage related questions in a timely and professional manner and prepare exposure comparison premium comparisons renewal reviews and renewal proposals. As a Senior Account Manager you will also be expected to provide leadership and mentoring as needed to colleagues within your team.
- All Senior Account Managers are expected to participate in continuing education to maintain a P&C license stay current with all regulations and enhance insurance knowledge.
- Experience in managing assigned accounts through the client life cycle including the renewal process.
- Solid coverage underwriting and risk management knowledge
- Demonstrated leadership skills and ability to mentor others
- Effective oral and written communication and relationship building skills are essential
- Strong analytical and problem-solving skills
- Ability to prepare and facilitate presentations as well as speak to colleagues and clients at all levels.
- High level of proficiency with Microsoft Office products including Word Excel and PowerPoint as well as agency management systems and web browser software
- Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently
- These additional qualifications are a plus but not required to apply:
- 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
- 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 independent of manager approval
- 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
- 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
- In conjunction with the producer manages organizes and conducts 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
- Travels on company business as required. Prepares reports for management as required.
- Supports mentors and trains Account Technician support staff
- Attends industry related continuing education training and courses
The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences equalize peak work periods or otherwise to balance the workload.
Minimum knowledge skills and abilities:
- Requisite insurance license (can be earned on-job)
- High attention to detail is required
- Skills testing may be required
- A high school diploma required; some college preferred
- Experience working with community Bank Bond / D&O / Property and Casualty Insurance programs
- 5 Years relevant insurance industry experience with 3 of those years focused on Property and Casualty preferably within a brokerage agency.
- Above-average telephone techniques and the ability to communicate effectivelywith prospective and existing clients as well as other staff members
- Proficiency with Microsoft Office Suite (Word Excel Outlook)
- Experience with EPIC Agency Management System a plus
- Ability and willingness to utilize companys computer system and software
- Strong typing skills with an ability to compose clear and concise letters
- Ability to understand policy forms and coverage descriptions
- Organizational skills required
- Willingness to attend educational classes is desired
- Remote availability
Licensing or certification requirements:
- Requisite insurance license
PHYSICAL DEMANDS:
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
QUALIFICATIONS
To perform this job successfully the incumbent 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. These qualifications are considered without regard to race religion color sex national origin disability or any other characteristic protected by federal state and local law. If this position requires licensing or certification the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
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
Employment Type
Full-Time
