Senior Account Manager, Commercial Lines

Primary Role:

The  Commercial Lines Senior 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
• Serves as primary point of contact for large or complex clients; often leads client discussions and presentations
• Senior Account Managers possess deep technical product knowledge including lines and coverages. Senior Account Managers may help develop client strategy with Account Executives and Producers or independently
• 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. The Senior Account Manager should own and grow relationships with key clients
• 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. Anticipates issues and proactively resolves complex problems, often without direct supervision
• 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 and leads client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.  Ensures the accuracy of data in those systems
• Prepares reports for management as required
• Oversees functions performed by Account Administrators and Account Managers as required.
• Supports, mentors, and trains Account Administrators and Account Managers, 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 the following competencies:

• Teamwork – Supports everyone's efforts to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management – Demonstrates attention to detail.
• Project Management – Ability to lead a team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• At least 5 years of experience in an Account Manager role in brokerage environment required
• Large Commercial Account experience required
• Bachelor’s degree preferred
• High school diploma or equivalent required 
• P&C License required or able to obtain within 120 days from hire
• Advanced professional designation preferred (e.g. AAI, ARM, CIC, CPCU)

Physical Requirements:

The physical demands described here are representative of those that must be met by an emplo