Account Manager I, Commercial Lines

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.

THE OPPORTUNITY:

The Account Manager I (AM I) manages a defined book of insurance business and provides professional courteousservice to clients carrier representatives underwriters business partners and HUB colleagues. The AM I role isintentionally scoped with a smaller book of business than senior service positions creating the capacity to activelysupport other team members within the Super Team model.

The AM I may work independently as part of a team or alongside a Producer to provide client advocacy supportclient retention and write new accounts or lines of coverage as needed. This role is expected to follow HUBs best
practices and Broker Standards contribute to team success through collaboration and knowledge sharing andgrow their technical expertise as they develop toward more senior service responsibilities.

DUTIES & RESPONSIBILITIES:

The essential duties contained in this job description reflect general details as necessary to describe the principalfunctions 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 assignedincluding work in other functional areas to cover absences equalize peak work periods or otherwise to balance the
workload.

Client Service & Book Management

• Service day-to-day client needs including fielding phone calls emails and other communications relatedto coverage questions policy changes payments cancellations and general inquiries.

• Manage a defined book of business maintaining strong client relationships and ensuring a high standard oftimely accurate and professional service.

• Manage the execution of the full client renewal process including obtaining updated informationmarketing terms and pricing negotiation quote review presentation of renewal options to the Producerand client where applicable and invoicing.

• Review quote documents to ensure all insurance requirements are included in the proposal beforedelivery.

• Ensure the completion and accuracy of proposals binding of coverage policy review and creation ofclient policy summaries and binders.

• Manage and maintain relationships with underwriters to ensure positive results for clients and negotiatecoverage terms effectively.

Policy Review Certificates & EPIC Maintenance

• Review policies and endorsements for completeness and accuracy ensuring all coverage terms align withclient requirements and HUBs quality standards.

• Process certificates of insurance for new and existing clients in a timely and accurate manner verifyingthat endorsements match certificate request requirements. Appropriate use of third-party resources toassist will be required.

• Input and maintain accurate data in EPIC and ancillary systems ensuring electronic client records arecurrent complete and consistent with Broker Standards.

Super Team Support

• Actively support Account Manager IIs Senior Account Managers and Account Executives within the SuperTeam model taking on delegated tasks and providing assistance as workloads and priorities require.

• Contribute to a collaborative team environment by sharing coverage knowledge client insights andworkflow expertise with less experienced team members.

• Participate in Monthly Super Team Meetings and All Team Meetings contributing to team communicationlearning and continuous improvement.

• Embrace the Super Team concept as a vehicle for professional growth both by receiving mentorshipfrom senior team members and by supporting the development of others.

Operational Standards & Compliance

• Follow HUBs Broker Standards and Weekly Standardized Processing (WSP) framework consistentlymanaging workload and activities through the WSP system.

• Adhere to all company policies procedures and workflows; embrace technology systems and third-partyresources as directed.

• Participate in training and collaboration with team members to share and build coverage knowledgeexposure awareness and client service skills.

QUALIFICATIONS:

• High School or Equivalent

• Two or more years of insurance brokerage or property and casualty insurance experience in an accountmanagement role preferred.

• Strong data entry skills with a high degree of accuracy.

• P & C Insurance Producer License Required

KNOWLEDGE / SKILLS / ABILITIES:

• Ability to effectively and professionally communicate orally and in writing with internal and externalcustomers.

• Ability to effectively present information and respond to questions from groups of managers clientscustomers and the general public.

• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternativesolutions conclusions or approaches to problems.

• Desire to learn and grow within the insurance industry.

• Ability to respond to customer needs solicit customer feedback to improve service and handle difficult oremotional customer situations promptly and accurately.

• 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 servicevendors to gain cooperation in meeting clients needs.

• Ability to efficiently gather pertinent information and facts analyze and solve problems timely andthoroughly.

• Problem Solving: Ability to identify complex problems and review related information to develop andevaluate options and implement solutions.

• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments ontime and with optimal accuracy.

• Computer skills: proficiency with Microsoft Office Suite Outlook and agency management systems.

• Ability to calculate figures and amounts such as discounts interest commissions proportionspercentages.

WORKING CONDITIONS AND PHYSICAL DEMANDS:

• This position primarily involves remaining in a stationary position for the majority of the workday.

• Reasonable accommodation may be made to enable individuals with disabilities to perform the essentialfunctions of the job.

• The person in this position frequently communicates with colleagues and clients both in person and on thetelephone; Must be able to communicate and exchange accurate information.

• Constantly operates a computer and other office productivity machinery such as a calculator copymachine and computer printer.

• The person in this position needs to occasionally move about inside the office to access file cabinetsoffice machinery etc.

WHY CHOOSE HUB

Throughout our network of more than 450 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 employeesandprovide continuous opportunitiesfor 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 thatarerooted in your current needs yet evolves 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.

HUB International Limited is an equal opportunity and affirmative action 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

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 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 $30-33.58/hr 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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LIKE US SO FAR

Take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. Apply online today!

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.

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.