The Account Manager manages a book of insurance business with a high degree of independent discretion, autonomy, and decision-making. As an Account Manager it is important to provide professional and 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.
ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for overall retention of accounts and assigned book of business by partnering closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's best practices and standard procedures 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 Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts. Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative. Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability and may negotiate with Underwriters and carriers Stays abreast of changes in the insurance industry and other external conditions that may impact their clients by attending industry-related continuing education training and courses Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and changes independent of Manager approval Acts as liaison between clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment to resolve and troubleshoot claims and billing issues Travels on company business as required Monitors functions performed by junior-level Account Managers and Assistant Account Managers and supports, mentors and trains as necessary Performs other duties and projects as assigned REQUIREMENTS:
Minimum of 3 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred Superior customer service and problem solving skills with the ability to work in a team environment Excellent written and verbal English communications skills required Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems Ability to work a regular, full-time work schedule at HUB's facility(s) and willingness to travel on business when required Supervisory, project leader, mentor or team leader experience preferred EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS High School Diploma or equivalent required; College Degree preferred Currently licensed in good standing in required lines and states with all necessary CE credits Advanced professional designation highly desirable (e.g. AAI, ARM, CIC) Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.