Account Manager, Commercial Lines
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, carriers, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team, or with a Producer to manage client needs, advocate for clients, write new accounts, and manage renewals.
Duties & Responsibilities
- Service day-to-day client needs including handling calls, emails, and communications related to coverage questions, policy changes, payments, cancellations, etc.
- Manage the renewal process, including obtaining updated information, marketing, terms and pricing negotiation, quote review, presenting renewal numbers to the Producer and the client, and invoicing.
- Review quote documents to ensure all insurance requirements are included in the quote proposal.
- Manage and delegate tasks to Associate Account Managers I and II to ensure workload is appropriate.
- Maintain relationships with underwriters to achieve positive results for clients and negotiate coverage with underwriters.
- Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy, and creation of client policy summaries and binders.
- Set up and maintain electronic records.
- Follow best practices and internal broker standards for service and maintenance of client files and information.
- Collaborate with team members to share and educate on coverage, exposures, and client knowledge.
- Perform other duties as assigned.
Qualifications
- High School or equivalent
- P & C Insurance Producer License Required
- Two or more years insurance brokerage or property casualty insurance experience in account management role preferred
- Exceptional customer service skills
- Strong reading comprehension and analysis skills
- Strong data entry skills
- Strong written and oral communication skills
- Strong organization and follow-up skills
- Ability to effectively work in a team environment
- Proficient in Word, Excel, Outlook, and internet utilization
- Applied EPIC Agency Management System experience preferred but not required
Working Conditions And Physical Demands
The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Why Choose HUB?
- A competitive, exciting, and friendly work environment
- Continuous opportunities for growth and development
- An 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), paid-time-off, 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
Benefits
- Comprehensive benefit and total compensation packages including health/dental/vision/life/disability insurance, FSA, HSA, 401(k), paid-time-off, and eligible bonuses, equity, and commissions for some positions