Account Manager

Job Summary

The Account Manager plays a critical role in ensuring clients receive the support they need to effectively manage their insurance policies. In this position, you are responsible for servicing and retaining small business commercial lines insurance clients. As the key liaison, you will build and maintain strong, positive relationships with both our valued clients and insurance carrier partners.

Responsibilities

• Maintain a book of commercial accounts
• Coordinate the processing of all commercial lines new and renewal business
• Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients
• Prepare quotations and prepare new client proposals
• Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue
• Review all new policies for accuracy
• Process endorsements and renewals through communication/interfacing with clients and companies
• Process invoices and credits for agency billed business
• Process cancellations according to procedure manual
• Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
• Improve/refine professional skills through continuing education
• Maintain account files in accordance with established procedures
• Gather underwriting, pricing, and supporting data for preparation of submission
• Generate applicable reports
• Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
• Aid in training other employees

Required Skills

• Current Property/Casualty Insurance License
• 2-4 years of insurance brokerage experience
• High school diploma required, though college degree preferred
• Understand and analyze insurance coverages, forms, and policies
• Above average math skills
• Strong written, oral, and phone communication skills
• Organize, set, and maintain priorities
• Basic knowledge/experience with an agency management system
• Strong working knowledge of Microsoft Office

What We Offer

• Medical/dental/vision/life insurance
• 401k matching program
• Health Savings Account funding
• Voluntary insurance options
• Generous time-off policies
• A work/life balance
• Opportunities for growth and advancement

About HUB

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 21,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

No Travel Required

Required Education

High school or equivalent

EEO Statement

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.