Transportation Account Manager

We’re seeking a Transportation Account Manager to join our growing team! As the Account Manager, your primary focus will be servicing and maintaining existing accounts within our Transportation department. Additionally, you may be expected to upsell clients on additional lines where possible.

In this role, you will:

• Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making

• Provide 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

• Provide a high level of support to Producers/Sales Executives in obtaining, maintaining, and expanding business

• Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

• Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability.

• Stay abreast of changes in the insurance industry and other external conditions that may impact their clients. Make appropriate recommendations to clients in response to those changes independent of manager approval

• Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. 

• Negotiate with underwriters and carriers

• Troubleshoot claims and billing issues

• Be responsible for overall retention of accounts in assigned book of business

• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals

• Identify and follow-up on cross-selling opportunities when appropriate

• Manage, organize, and conduct client meetings when necessary

• Appropriately document conversations with clients and carrier representatives and update EPIC agency management system.

• Ensure the accuracy of data in those systems

• Travel on company business as required

• Prepare reports for management as required

• Support, mentor, and train other team members as needed

• Attend industry related continuing education training and courses

What you offer us:

• Current applicable Property & Casualty Insurance License with prior insurance industry experience required.

• A high school diploma required; some college preferred

• Strong written and oral communication skills

• Proficiency with MS Office

• Ability and willingness to utilize EPIC and other software

• Ability to understand policy forms and coverage descriptions

• Strong organizational skills and high attention to detail

• Ability to work in fast-paced, multi-tasking environment

• Willingness to attend educational classes

• Ability to understand policy forms and coverage descriptions

What we offer you:

• A rewarding job that helps local businesses in the community

• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

• Generous time-off policies

• A work/life balance because that’s important for all of us

• Learn from the expertise of your coworkers

• Growth- HUB is growing, and so can your career

• Be part of a motivated team

• The annual compensation for this position ranges from $52,500 to $70,000 annually, depending on experience

About HUB:

HUB International is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management pro