Account Manager II - Commercial Lines

Job Responsibilities

• Manages a book of insurance business, while acting with the necessary level of independent discretion, autonomy, and decision-making
• 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
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues
• 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
• Maintain controls on renewals and binders to ensure timely preparation and processing
• Prepare summaries of insurance, schedules, and proposals as needed for account review
• Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer
• Aid in the premium collection process and handle accounting issues
• Refers current and prospective clients to other departments for solicitation of those lines of business
• Aid clients with claims when necessary
• Adhere to all Agency systems, procedures, and state regulations
• Aid the Producer in the implementation of the client’s strategic plan
• This includes: Assisting with key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.
• Assist with the value-added services being provided by our Risk Services and Claims Management Divisions
• Work with producer to understand the clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
• Stay abreast of changes in the insurance industry and other external conditions that may impact their clients
• Makes appropriate recommendations to clients in response to those changes independent of manager approval
• Aid the producer in managing, organizing, and conducting client meetings when necessary
• Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary
• Supports and helps develop less experienced CSA staff
• Attends industry related continuing education training and courses

Qualifications

• Three (3) years in experience in commercial lines with insurance company or agency
• A high school diploma required; some college preferred; college degree desired
• Property and Casualty Insurance License
• Good telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members
• Proficient with Microsoft Office Suite (Word, Excel, Outlook)
• Ability to understand policy forms and coverage descriptions
• Proven mathematical skills
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
• Ability to work in a positive team environment
• Strong typing skills with an ability to compose clear and concise letters
• Organizational skills required
• Willingness to attend educational classes desired
• High attention to detail essential