Commercial Lines Account Manager
HUB InternationalAbout the role
ABOUT HUB INTERNATIONAL:
HUB International Limited (“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 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
- Competitive salaries and benefits offerings
- 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 - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance because that’s important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
SUMMARY:
The Account Manager I is accountable for delivering excellent and efficient service by supporting the account manager and day-to-day management of a small group of assigned accounts. The Account Manager I has an impact on agency success by assisting in achievement of client retention goals, effectively and consistently providing client service, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement. The Account Manager I will function as a mentor to Account Manager Assistants I and II(s), and support Account Manager II and III(s), Practice Leaders and/or Producers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Responsible for overall retention of accounts and assigned book of business by partnering closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
• 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
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative. Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability and may negotiate with Underwriters and carriers
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients by attending industry-related continuing education training and courses
• Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and 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 and troubleshoot claims and billing issues
• Travels on company business as required
• Monitors functions performed by junior-level Account Managers and Assistant Account Managers and supports, mentors and trains as necessary
• Performs other duties and projects as assigned
REQUIREMENTS:
• Minimum of 3 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred
• Superior customer service and problem solving skills with the ability to work in a team environment
• Excellent written and verbal English communications skills required
• Demonstrated proficiency with computer systems, including but not limited to Microsoft O
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