Account Manager - Commercial Lines

Account Manager

HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Throughout our network of more than 450 HUB offices in North America, 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 provide 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 evolves 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.

The Account Manager will support Producers and/or AEs 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 Responsibilities:

• 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 discussion 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 clients and follow up to ensure it was received and submitted to the carrier

Job Requirements:

• Strong understanding of commercial lines coverages, forms, procedures, and policy rating
• Self-motivated and able to thrive in a results-driven environment
• Proven ability to manage multiple projects at a time while paying strict attention to detail
• Responds to change and challenges in a calm, composed and positive manner
• Able to maintain confidentiality, exercise discretion and sound, professional judgement
• Strong problem solving and critical thinking skills
• Effective negotiating skills
• Effectively prioritized and plans work activities, readily adaptable to changing circumstances
• Client focused
• Ability to work independently and as part of a team
• Excellent interpersonal communications skills
• Ability to follow procedures
• Intermediate knowledge of Microsoft Office Suite (Excel and PowerPoint)
• Some local travel

Education Requirements:

• Bachelor's Degree or equivalent work-related experience
• WI Property & Casualty License required

Experience Requirements:

• 3-5 years in a commercial insurance customer service role required
• Applied Systems (EPIC) experience preferred

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.