Jobs · Finance · California

Account Manager, Commercial Lines

HUB International · Petaluma, CA · 1 wk ago
Finance$35–$40/hrFull-time

About Hub

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, HUB focuses on providing peace of mind through tailored insurance solutions.

The Opportunity

The Account Manager manages a book of insurance business, providing professional, courteous service to clients, carrier representatives, underwriters, and business partners. They support producers and account executives in obtaining, maintaining, and expanding business.

Duties & Responsibilities

  • Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
  • Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
  • Prepares and implements all transactions, paperwork, and internal processing for assigned accounts.
  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
  • Makes appropriate recommendations to clients in response to changes in the insurance industry; attends industry-related continuing education training and courses.
  • Acts as liaison between clients and insurance carriers to resolve service issues, negotiates with underwriters and carriers, troubleshoots claims and billing issues, identifies opportunities for cross-sell and up-sell of other HUB products and services, documents other insurance products and services the clients are purchasing through other providers, and maintains accurate and organized account files.
  • Prepares reports, proposals, and comparisons for management as required.
  • Manages, organizes, and conducts client meetings; performs other duties and projects as assigned.

Qualifications

  • High School Diploma / GED
  • 2-5 years insurance industry experience (brokage preferred) or equivalent combination of education & experience
  • Property & Causality License
  • Computer skills: proficiency with Microsoft Office Suite, Outlook, and agency management systems
  • Critical Thinking: ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
  • Desire to learn and grow within the insurance industry
  • Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs
  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy

Working Conditions And Physical Demands

  • Primarily involves remaining in a stationary position for the majority of the workday
  • Frequent communication with colleagues and clients both in person and on the telephone
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
  • Occasionally moves about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

  • Competitive, exciting, and friendly work environment
  • Continuous opportunities for growth and development
  • Entrepreneurial culture that fosters decision-making for customers and organization
  • Comprehensive benefit and total compensation packages including health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

No Travel Required

Required Education

High school or equivalent

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