Commercial Lines Account Manager

About the role

The Commercial Lines Account Manager will provide administrative and professional support to commercial lines clients and HUB associates, with a focus on excellent customer service and teamwork.

About Hub International

HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in 700+ offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Responsibilities

• Communicate with HUB associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
• Run Motor Vehicle Reports and accurately advise clients if employees are eligible drivers
• Sort, scan and process all new mail items
• Deliver policies in a timely manner and in the format in which the Client Manager advises
• Request, process and handle mid-term change requests
• Properly document all communication and activity with HUB associates, clients and carriers to maintain compliance and organization
• Coordinate policy expirations with HUB associates to obtain and process renewal information
• Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
• Process complex certificates of insurance and contract reviews
• Process policies, cancellations and endorsements timely and accurately
• Prepare and update renewal proposals and summaries
• Complete policy application detail for newly bound policies into Epic
• Follow up on cancellations and billing issues by effectively communicating with client and carrier
• Assist with claim reporting and follow up
• Pursue and maintain professional insurance designations as recommended by HUB International
• Perform all other duties as assigned by Commercial Client Specialist Supervisor and/or Commercial Lines Operations Manager

Requirements

• Prior working experience in the insurance industry or knowledge of commercial insurance and products is highly preferred
• Ohio Property and Casualty licensure is required, or needs to be obtained within 90 days of employment
• Professional designations are preferred
• College degree preferred. High school diploma or equivalent is required
• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
• Existing knowledge of Applied Epic is preferred
• Strong customer service, organization and time management skills
• Strong decision making and problem-solving skills

Benefits

• Competitive salaries
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package – Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance
• Employee engagement events
• Opportunity to learn from top talent in the industry
• Growth potential
• Strong community support and involvement through HUB Gives