Sr. Account Manager Commercial Insurance

General Description (SUMMARY Scope Purpose)

This position will be responsible for providing senior account manager level support for our professional lines and enterprise banking insurance programs. Our client profile is a national footprint of 1400 community bank and credit union clients to which we provide a broad spectrum of insurance products and services. The Senior Account Manager position will specifically focus on our professional lines and enterprise banking insurance programs which include Financial Institution Bond D&O Cyber Bankers Professional Liability Debit Card Fraud Trust Services Liability Employment Practices Liability etc).

About Us:

Throughout our network of more than 600 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 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 and investment professionals to better serve our valued clients. HUB Financial Services provides insurance solutions and products for small- to mid-sized financial institutions. We enjoy the resources and structure of HUB International one of the worlds largest insurance brokers while maintaining a tight-knit and fun local office culture.

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.
• 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

• Solicits renewals prepares submissions for marketing prepares proposals renews prepares binders invoices etc.
• For new and existing clients 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

Work location:

• Remote throughout the US

Disclosure required under applicable law in California Colorado Illinois Maryland Minnesota New York New Jersey and Washington states: The expected salary range for this position is $70000- $80000 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: health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

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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