HUB International
Overview
The Account Manager manages a book of insurance business, with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, aiming for an account retention rate that meets or exceeds expectations. Supports Producers and Account Managers in maintaining and expanding business. May be responsible for account rounding and development of new business as appropriate and in accordance with standard practices, policies, and procedures. Assists with the day-to-day flow of the department, including changes to accounts, mailing of policies, and quoting. Responsibilities
Makes decisions on books of insurance business for which the incumbent is responsible. Works closely with Account Managers, Producers and other HUB personnel on client service, marketing, and renewal while adhering to HUBs best practices and standard procedures. Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Understands 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 clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment. May negotiate with underwriters and carriers. Troubleshoots claims and billing issues. Responsible for overall retention of accounts in the assigned book of business. 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. Manages, organizes, and conducts client meetings when necessary. Documents conversations with clients and carrier representatives and updates HUB computer systems and automated agency management systems when necessary; ensures data accuracy. Travels on company business as required. Prepares reports for management as required. Attends industry-related continuing education training and courses. Performs other duties and projects as assigned. Required Knowledge, Skills, Abilities and Experience
Excellent oral and written English communications skills. Superior customer service and problem-solving skills. Proficiency with computer systems, including Microsoft Office and automated agency management systems. Ability to work in a team environment. Ability to work a regular, full-time schedule at HUBs facility(s) and travel on business when required. Licensing or Certification Requirements
Minimum of a FL 4-40; must be willing to obtain 2-20 or 20-44 P&C License if not already completed. Current with all necessary CE credits in required lines and states. Education and Experience
Department: Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No travel required Required Education: High school or equivalent; Bachelor's degree (4-year degree) is preferred. HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team at HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. #J-18808-Ljbffr
The Account Manager manages a book of insurance business, with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, aiming for an account retention rate that meets or exceeds expectations. Supports Producers and Account Managers in maintaining and expanding business. May be responsible for account rounding and development of new business as appropriate and in accordance with standard practices, policies, and procedures. Assists with the day-to-day flow of the department, including changes to accounts, mailing of policies, and quoting. Responsibilities
Makes decisions on books of insurance business for which the incumbent is responsible. Works closely with Account Managers, Producers and other HUB personnel on client service, marketing, and renewal while adhering to HUBs best practices and standard procedures. Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Understands 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 clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment. May negotiate with underwriters and carriers. Troubleshoots claims and billing issues. Responsible for overall retention of accounts in the assigned book of business. 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. Manages, organizes, and conducts client meetings when necessary. Documents conversations with clients and carrier representatives and updates HUB computer systems and automated agency management systems when necessary; ensures data accuracy. Travels on company business as required. Prepares reports for management as required. Attends industry-related continuing education training and courses. Performs other duties and projects as assigned. Required Knowledge, Skills, Abilities and Experience
Excellent oral and written English communications skills. Superior customer service and problem-solving skills. Proficiency with computer systems, including Microsoft Office and automated agency management systems. Ability to work in a team environment. Ability to work a regular, full-time schedule at HUBs facility(s) and travel on business when required. Licensing or Certification Requirements
Minimum of a FL 4-40; must be willing to obtain 2-20 or 20-44 P&C License if not already completed. Current with all necessary CE credits in required lines and states. Education and Experience
Department: Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No travel required Required Education: High school or equivalent; Bachelor's degree (4-year degree) is preferred. HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team at HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. #J-18808-Ljbffr