Account Manager – Commercial Insurance

Job Responsibilities

• Manages a book of Property and Casualty insurance business.
• 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 our Sales staff 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.
• Acts as liaison between clients and insurance carriers to resolve service issues. 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.
• Produces binders, certificates, endorsements, and other related items while verifying their accuracy.
• Maintains controls on renewals and binders to ensure timely preparation and processing.
• Prepares summaries of insurance, schedules, and proposals as needed for account review.
• Remarkets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producer.
• Affords assistance in the premium collection process and handles accounting issues.
• Refers current and prospective clients to other departments for solicitation of those lines of business.
• Affords assistance to clients with claims when necessary.
• Adheres to all Agency systems, procedures, and state regulations.

Qualifications

• 1-2 years in insurance company or agency preferred or professional account management experience supporting book of business.
• High School diploma or equivalent; AA and/or college degree desirable.
• Property and Casualty Insurance License preferred, or willing to obtained within 60 days of employment.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Excellent written and oral communication skills.
• Ability to work in a positive team environment and collaborative culture.
• Ability to take direction and follow instructions effectively, while demonstrating initiative and attention to detail.
• Broad knowledge of insurance products and usages and ability to work independently.
• Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week.