THE OPPORTUNITY:The Account Manager manages a more complex or specialized book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Account Manager is responsible to follow our best practices and broker standards.
DUTIES & RESPONSIBILITIES:- Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
- Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
- Review quote documents to ensure all insurance requirements are included in quote proposal
- Manage client relationship ensuring satisfaction
- Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
- Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
- Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
- Responsible to set up and maintain electronic records
- Use best practices and internal broker standards for service and maintenance of client files and information
- Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
- Other duties as assigned.
QUALIFICATIONS:- High School or Equivalent
- P&C Insurance Producer License Required
- Alaska specific experience a plus
- 5 + years as a Commercial Lines Account Manager
KNOWLEDGE / SKILLS / ABILITIES:- Four or more years insurance brokerage or property casualty insurance experience in account management role preferred
- Exceptional customer service skills
- Strong reading comprehension and analysis skills
- Strong data entry skills
- Strong written and oral communication skills
- Strong organization and follow up skills
- Ability to effectively work in a team environment
- Proficient in Word, Excel, Outlook, and internet utilization
- Applied EPIC Agency Management System experience preferred but not required
WORKING CONDITIONS AND PHYSICAL DEMANDS:- The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
- While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor.
The expected salary range for this position is $90,000 - $95,000k depending on geographical location 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, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
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Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
