Senior Account Manager, Commercial Lines

POSITION SUMMARY:

HUB International is seeking to add a Senior Account Manager to their Commercial Lines team! The Senior Account Manager will provide professional and operational support to commercial lines clients and associates, with a focus on excellent customer service, teamwork and career development.

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the 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 21,000 employees in 600+ 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

  • Paid Parental Leave

  • 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

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Communicate with associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products

• Investigate and resolve issues in a timely and thorough manner seeking help from associates, carriers and other resources as needed

• Document all communication and activity accurately and timely

• Accurately review and compare carrier quote worksheets, terms and conditions

• Coordinate policy expirations with associates to obtain and process renewal information

• Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments

• Process complex certificates of insurance and contract reviews

• Process policies, cancellations, audits and endorsements

• Prepare and update renewal proposals and summaries

• Complete policy application details for newly bound policies into Epic

• Quote, bind and issue flood policies and assist with flood renewals

• Responsible for agency billing, including creating premium allocations & renewals and following up on cancellations and billing issues

• Attend and participate in carrier and client meetings

• Participate in applied user group online forums and education for latest trends in Epic and CSR24

• Pursue and maintain professional insurance designations as recommended by HUB

• Perform all other duties as assigned by Commercial Account Manager Supervisor and/or Commercial Lines Operations Manager

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

REQUIREMENTS:

• 5+ years of Commercial Insurance experience and knowledge of commercial insurance and products required

• Ohio Property and Casualty license required

• Professional designations are preferred

• College degree preferred. High school diploma or equivalent is required

• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)

• Existing knowledge of Applied Epic is preferred