Job Specifications:To service existing accounts and coordinate account activity primarily on middle market insurance accounts. Must have real estate experience.
Functions & Responsibilities:- Service and monitor unit accounts and disseminate account activity
- Evaluate existing coverages and make recommendations as needed. Round out accounts as opportunities arise.
- Review contracts as required.
- Receive, review and forward invoices, policies, endorsements and other documents as necessary
- Prepare specifications and applications for marketing new and renewal business
- Heavy client contact and insurance company interaction and negotiation as needed
- Market specialized coverages as needed
- Formulate proposal for presentation
- Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests
- Review and audit policies for compliance with internal procedures and in accordance with binders specification
- Client visits - as necessary to ensure client satisfaction
- Attend staff and Account Executive meetings
- Pursue a program of professional development
- Apply (basic) proficiency of loss analysis, SIRs, Retrospective Rating/loss sensitive plans on account activity as needed
- Assure proper disposition of items on expiration lists
- Work on new business opportunities as needed
Qualifications:- College degree or equivalent work experience
- Minimum of 5 years experience in brokerage, consulting, insurance company
- Excellent analytical & problem-solving skills
- Excellent verbal and written communications skills
- Excellent interpersonal skills
- Computer literate in Word, Excel and PowerPoint
- Highly detail-oriented
- Ability to multi-task
- Valid P&C license
The expected salary range for this position is $105,000 annually - $135,000 annually 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: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, equity and commissions for some positions.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
