Commercial Lines Account Manager
HUB International · Winter Park, FL · 14 mo ago
FinanceFull-time
About HUB
HUB advises businesses and individuals on preparing for the unexpected. As a leading insurance broker, we focus on protecting what matters most through tailored insurance solutions and unrelenting advocacy.
Why Choose HUB?
- A competitive, exciting, and friendly work environment
- Continuous opportunities for growth and development
- Competitive salaries and benefits offerings
- Health savings account funding
- 401(k) matching program
- Life and short-term disability plans
- Long-term disability options
- Comprehensive wellness program
- Generous PTO package
- Employee engagement events
- The ability to be part of a motivated, winning team
- Opportunities for career advancement
- Strong community support and involvement
What We Offer You
- Competitive salaries and benefits
- 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
- Generous PTO package
- Great work/life balance
- Focus on creating a meaningful environment through employee engagement events
- The ability to be part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry
- Growth potential
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
Account Manager
- Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible
- 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
- Oversees the preparation and implementation of 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
- Stays 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
- Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve
- Negotiates 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
- Manages, organizes, and conducts client meetings when necessary
- Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary
- Ensures the accuracy of data in those systems
- Travels on company business as required
- Prepares reports for management as required
- Supports, mentors, and trains Assistant Account Managers and Technical Assistants as necessary
- Attends industry-related continuing education training and courses
- Performs other duties and projects as assigned
Requirements
- At least 5 years of experience and demonstrated proficiency in an insurance Account Management role in required lines
- Excellent oral and written English communications skills
- Superior customer service and problem-solving skills
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
- Ability to work in a team environment
- Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required
- Licensing or certification requirements: FL 2-20 P&C License, current with all necessary CE credits in required lines and states, professional designation highly desirable (CIC, AAI, ARM)