SummaryThe Account Manager will work closely with the Producer, Account Executive, and other team members, and serves as the liaison between the customer and the internal team. In this role, they will be leveraging their commercial insurance knowledge, experience and judgement to assist clients in their day-to day insurance needs and risk management challenges. The position is responsible for client relationships, providing clients with excellent service and support and leading/facilitating team productivity.
Job Responsibilities:- Effectively manage processing of incoming documents from insurance carriers such as policies, audits, and endorsements within their assigned book of business, ensuring their accuracy
- Cultivate long-term, mutually beneficial relationships with clients and insurance markets
- Process contract reviews and review non-standard certificates of insurance on behalf of the client, verifying adequate coverage is in place
- Serve as a mentor and role model to others by sharing your professional knowledge and experience, as well as by demonstrating actions and leadership that reflect the best interests of the organization
- Secure mid-term coverage for additional lines by requesting/negotiating quotes from insurance carriers and issuing binding instructions
- Respond to Accounting Inquires from insurance carriers and internal accounting
- Communicate with insurance carriers to resolve coverage issues, audit disputes and /or billing questions
- Participate in or conduct client meetings when necessary
- Attends industry related continuing education training and courses
- Performs other duties and projects as assigned
- Serve as a backup to the Account Executive, Program Manager, and the Associate Account Manager(s).
Job Requirements:- Strong understanding of commercial lines and hospitality and/or franchise insurance coverages, forms, procedures, and policy rating
- Self-motivated and able to thrive in a results-driven environment
- Proven ability to manage multiple projects at a time while paying strict attention to detail
- Responds to change and challenges in a calm, composed and positive manner
- Able to maintain confidentiality, exercise discretion and sound, professional judgement
- Strong problem solving and critical thinking skills
- Effective negotiating skills
- Effectively prioritizes and plans work activities, readily adaptable to changing circumstances
- Client focused
- Ability to work independently and as part of a team
- Excellent interpersonal communications skills
- Ability to follow procedures
- Intermediate knowledge of Microsoft Office Suite
- Some Travel
Education Requirements:- Bachelor's Degree or equivalent work-related experience - Required
- Property & Casualty License - Required
- Have a designation or willingness to obtain - Preferred
Experience Requirements:- Minimum 5 years in a commercial insurance customer service role - Required
- Minimum 3-5 years of experience in the hotel, hospitality, and/or franchise industry - Preferred
- Applied Systems (EPIC) experience preferred
The expected salary range for this position is $95,000 to $110,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
Required Education: Bachelor's degree (4-year degree)
