Account Manager II - Commercial Lines

About Hub International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

Summary

The Account Manager II is accountable for delivering excellent and efficient service through day-to-day account management of an assigned group of accounts. Successfully achieve client retention goals, effectively and consistently ensuring client satisfaction. Foster a culture of accountability, integrity, trust, respect, and teamwork while focusing on continuous improvement. The Account Manager II will serve as a mentor to the Account Manager I, provide direction to Account Manager Assistants I and/or II(s), and support Producers.

Essential Duties And Responsibilities

• Establish and build customer and carrier relationships
• Review contracts and agreements for insurance coverage compliance and addresses coverage issues
• Provides support in identifying client insurance needs, gaps in coverage and loss exposure
• Recommends appropriate insurance coverage, binds coverage, manages timely production and delivery of renewal policies
• Critically analyze and compare insurance plans to determine suitability
• Negotiates terms, pricing, and conditions with carriers
• Prepare and maintain accurate summaries of insurance, schedules, and proposals
• Serve as a liaison between clients and carriers to resolve service issues and policy interpretation
• Collaborate with Producers in policy review and delivery, meets with clients occasionally and identify ways to improve client service
• Contact clients regarding outstanding receivables; invoices clients; reviews and accurately maintains accounting history

Requirements

• 5-7 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred
• Excellent customer service, analytical, problem solving and conflict resolution skills
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and willingness to travel on business when required
• Supervisory, project leader, mentor or team leader experience preferred

Education, Licensing Or Certification Requirements

• High School Diploma or equivalent required; College degree preferred
• Currently licensed in good standing in required lines and states with all necessary CE credits
• Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)

Department

Account Management & Service

Required Experience

• 2-5 years of relevant experience

Required Travel

• Up to 25%

Required Education

• Bachelor's degree (4-year degree)

E-Verify Program

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