Account Manager, Commercial Lines
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About the role
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.