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, carrier representatives, underwriters, business partners. They support Producers and/or 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 our 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 and other external conditions.
• Attends industry-related continuing education training and courses.
• Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients' needs.
• Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Prepares reports, proposals, and comparisons for management as required.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
• 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
• Knowledge / Skills / Abilities:
• Effective and professional communication orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• 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 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 efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• 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

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

• HUB offers a competitive, exciting, and friendly work environment that strategically positions employees for longevity and success.
• We invest in the future of our employees, providing continuous opportunities for growth and development.
• We foster an entrepreneurial culture that empowers our people to make the best decisions for our customers and organization, focusing on expanding industry knowledge.
• We provide comprehensive benefit and total compensation packages including 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.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

No Travel Required

Required Education

High school or equivalent