SUMMARY:The Account Manager III is accountable for delivering excellent and efficient service through day-to-day account management of assigned accounts. The Account Manager III has a direct impact on agency success by achieving client retention goals, effectively and consistently ensuring client satisfaction, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement. The Account Manager III will serve as a mentor to Account Manager I(s), Account Manager II(s), and new Producers, provide direction to Account Manager Assistants I and II, and support experienced Producers. The Account Manager III uses discretion and judgment in determining coverage needs for clients and in carrier and client negotiations.
ESSENTIAL DUTIES AND RESPONSIBILITIES:- Establishes and builds customer and carrier relationships
- Responds to client coverage inquiries
- Reviews contracts and agreements for insurance coverage compliance
- Remarkets renewals with carriers to include gathering information and reviewing applications and submissions for accuracy and completeness
- Negotiates terms, pricing and conditions with carriers
- Recommends appropriate insurance coverage, binds coverage, manages timely production and delivery of renewal policies
- Contacts clients regarding outstanding receivables
- Functions as a high level strategic partner to the client
- Identified as the Account Management subject matter expert on coverages
- Proactively uses agency resources, such outsourced partners, technologies, etc., and processes in order to create efficiencies within your processes; encourage other in utilization of these resources as well
- Monitors functions performed by junior-level Account Managers and Account Manager Assistants, and supports, mentors and trains as necessary
- Performs other duties and projects as assigned
REQUIREMENTS:- 5+ years experienced in a senior account manager role
- 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)
What we offer youWe invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.
- Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
