Account Manager, Healthcare Unit

Primary Role:

The Healthcare Unit Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for healthcare related clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Duties and Responsibilities:

• Manages a book of insurance business, routine client requests, and some moderately complex client accounts independently while acting with a high degree 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
• Works closely with Risk Consultants and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards
• Oversee 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. Understands when to escalate complex issues
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers
• Responsible for overall retention of accounts in assigned book of business
• Organizes and attends client meetings when necessary
• Oversees functions performed by Account Administrators as required

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed.  
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management – Demonstrates attention to detail.
• Project Management – Ability to contribute with team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• At least 3 years of experience in an Account Manager role specializing in medical professional liability insurance.  Experience in KS and MO is a plus.
• High school diploma or equivalent required 
• Bachelor’s degree preferred but not required
• P&C License required
• Advanced professional designation preferred or in progress (e.g.  CISR, AAI, ARM, CIC, CPCU)

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver’s License

Dependable transportation and ability to work in office environment

Public Speaking/Language Skills:

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively to customers and teammates.
• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add, subtract, multiply, and