Account Manager II, Commercial Lines

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction

Job Summary

The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support staff in obtaining, maintaining, and expanding business. 

Duties & Responsibilities

• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures. 

• 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. 

• Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for other support staff members.

• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. 

• Coordinates the implementation of the client’s strategic plan. This includes: Performing key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.; Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.

• 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 claims and billing issues.

• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs.  Documents other insurance products and services the clients are purchasing through other providers and who those providers are.

• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

• In conjunction with the producer or independently, manages, organizes, and conducts client meetings

• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.

• Prepares reports, proposal and comparisons for management as required.

• Seeks continued knowledge and 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; Attends industry related continuing education training and courses.

• Oversees functions performed by less experienced Account Managers and Assistant Acco