Sr. Account Manager - Commercial Lines
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About the role
This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business. JOB RESPONSIBILITIES 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 Travels on company business as required. Prepares reports for management as required. Supports, mentors, and trains lower level Account Managers and Assistant Account Managers, as necessary Attends industry related continuing education training and courses
Requirements
- Minimum of three (3) years of experience in commercial lines with insurance company/agency. Broker experience preferred
- Requisite insurance license (Active Property & Casualty License)
- A high school diploma required; some college preferred
- Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
- Ability and willingness to utilize company's computer system and software
- Strong typi
Benefits
Additional Information
About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB? Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: - are seeking a progressive work environment at a rapidly growing organization - have a desire to help others protect their future - have an entrepreneurial spirit and are challenged by the opportunity to grow the business - are focused on learning and development to enhance your industry knowledge and expertise - are a self-starter willing to invest time and energy to learn the technical aspects of our business - believe in integrity and building success by developing relationships with others
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