Senior Commercial Lines Account Manager

About Us:

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

HUB 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 products and services. With over 18,000 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 Senior Account Manager (AM) will provide professional, courteous, and knowable account management and brokerage services to assigned clients, having the primary responsibility for account retention and satisfaction.   Working alongside Producers and Account Executives (aka “Client Executives / Sales”) as assigned, the Senior AM shall be principally responsible for overseeing management of assigned accounts, servicing and maintain existing accounts while uncovering opportunities for increasing business. The Senior Account Manager needs to exhibit a desire and willingness to support the client and the Producer.  A can do and team motivated attitude is vital to the long term success. 
 

The Senior AM will interface with a service team directly for assigned accounts, involving assigned individuals appropriately in service related activities in support of clients.  Issues related to policy processing, maintenance of client data on the EPIC agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall mostly within the domain of the AM and assigned service team. 

JOB RESPONSIBILITIES

• Working alongside and cooperatively with Producers and AEs, and to serve as the HUB  consultant to the client.  The Producer has primary responsibility for client relationship management and initiating new sales. 
• Ensure Producers or AEs,  are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship. 
• Establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients.
• Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions.
• Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients.
• Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests.
• Work cooperatively and professionally with colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor team members.  Provide input and feedback to the Commercial Lines Client Services Manager as to the performance of staff on assigned accounts.
• Ensure that all client service needs are promptly and professionally delivered, either directly by the AM or via HUB colleagues (e.g. Service Team, Central Processing, Small Business Unit, Risk Control, etc.).  The AM is accountable for the competence, timeliness, and quality of all deliverables to the client.  Includes acting as Back-up for CSA support staff.
• Conduct annual review with clients making coverage and loss control recommendations focused on reducing the clients total cost of risk.
• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating same.  At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.
• Work with the Producer or AE, or be responsible for maintaining current receivable status for assigned clients.  Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each