HUB International
Overview
The Account Manager manages a book of insurance business, providing professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The role supports Producers and Account Managers to maintain and expand business, with independent discretion and decision-making. The position may include account rounding and development of new business, in accordance with standard practices, policies, and procedures, and assists with day-to-day department workflow 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. Gains 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 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, contributing to 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 as needed; 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, Experience, and Travel
Required Education: High school or equivalent Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: Bachelors degree (4-year degree) 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. 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. 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, providing professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The role supports Producers and Account Managers to maintain and expand business, with independent discretion and decision-making. The position may include account rounding and development of new business, in accordance with standard practices, policies, and procedures, and assists with day-to-day department workflow 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. Gains 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 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, contributing to 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 as needed; 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, Experience, and Travel
Required Education: High school or equivalent Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: Bachelors degree (4-year degree) 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. 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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. #J-18808-Ljbffr