Summary:The Account Manager will support Producers and/or Account Executives in obtaining, maintaining, and expanding business. The Account Manager may also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Job Duties: - Determine what is needed for placement of new accounts or the renewal of existing accounts.
- Discuss renewal intentions with the appropriate underwriters.
- Attend or host client strategy meetings, both internal and external.
- Prepare for and lead discussions during Critical Path meetings.
- Manage the renewal or placement process, which includes leading the coordination between local, regional, and national specialty units.
- Set target pricing, either independently or with the Account Executive or Producer.
- Finalize market submissions.
- Answer underwriting questions and negotiate terms and pricing with markets.
- Coordinate loss control visits/surveys.
- Complete coverage comparisons, identify recommended coverages, and fill those gaps.
- Finalize and present proposals independently, or alongside the Account Executive or Producer.
- Facilitate binding of coverage.
- Final review of policy checking.
- Conduct contract reviews as needed.
- Resolve client coverage inquiries.
- Manage account documentation including ERM 14 forms.
- Send documentation to insured and follow up to ensure it was received and submitted to the carrier.
- Performs other duties and projects as assigned.
Qualifications: - 5+ years of experience and demonstrated proficiency in an insurance Account Management role in required lines is preferred. Brokerage experience is preferred.
- Excellent oral and written English communications skills.
- Superior customer service and problem-solving skills.
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
- Ability to work in a team environment.
- High level attention to detail is essential.
- Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required.
Licensing or Certification Requirements: - Currently licensed in good standing in required lines and states or willing to obtain within 90 days of hire.
- Current with all necessary CE credits in required lines and states.
- Advanced professional designation highly desirable (e.g. AAI, ARM, CIC).
The expected salary range for this position is $75,000.00 to $90,000.00 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.
What we offer youWe invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.
- 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
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