Commercial Lines Account Manager

Primary Role: 
The Commercial Lines Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for property/casualty 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, 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 

• Provides a high level of support to Producers in obtaining, maintaining, and expanding business 

• May also be responsible for account rounding and in accordance with standard practices, policies, and procedures 

• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards 

• 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 

• 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 

• Troubleshoots billing issues 

• Responsible for overall retention of accounts in assigned book of business 

• Organizes client meetings when necessary 

• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary. Ensures the accuracy of data in those systems 

• Prepares reports for management as required 

• Oversees functions performed by Account Administrators as required 

• Supports, mentors, and trains Account Administrators, as necessary 

• Attends industry related continuing education training and courses 

• Performs other duties and projects as assigned 

 
Key Competencies: 
To perform the job successfully, an individual should demonstrate