This role requires an individual who is professional and who displays the drive, determination, and self-motivation to lead a team of Account Managers. You will do this through supporting producers in winning new business through technical know-how and by managing the proposal process and by managing the Account Managers.
Responsibilities- Supports, mentors, and trains Account Managers and Assistant Account Managers, as necessary
- Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
- Provides a high level of support to Producers in obtaining, maintaining, and expanding business
- May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
- Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
- Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval
- Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues
- Responsible for overall retention of accounts in assigned book of business
- Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
- Manages, organizes, and conducts client meetings when necessary
- Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems
- Attends industry related continuing education training and courses
Qualifications- Life and Health Insurance license
- High school diploma required; college degree preferred
- Strong written and oral communication skills
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
- Proficiancy or ability to learn Benefit Point, Monday.com, and other software
- Ability to understand policy forms and coverage descriptions
- Organizational skills required
- Willingness to attend educational classes desired
- High attention to detail essential
This is a hybrid role, requiring at least three days per week (Tuesday, Wednesday, and Thursday) in the office, though that is subject to change, per company policy.
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
