Senior Account Manager, Commercial Lines

Senior Account Manager

The Senior 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. Senior Account Managers are responsible for following our best practices and broker standards. They will demonstrate leadership skills and serve as an expert resource and/or role model for less-experienced co-workers. Effective personal interactions are necessary to contribute positively to the team. While the role does not directly supervise others, mentoring and supporting the overall growth and success of the team is an expectation of this position.

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 the New Business and Renewal process, including obtaining information, marketing, terms and pricing negotiation, quote review, presentation of options to the Producer and 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, and Account Managers I and II to ensure their progress and workload is appropriate
• Manage and maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
• Ensure the completion of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
• Responsible for setting up and maintaining electronic records
• Use best practices and internal broker standards for service and maintenance of client files and information
• Train, mentor and collaborate with team members to share and educate on coverage, exposures and client knowledge

Super Team Support:

• Contribute to a collaborative team environment by sharing coverage knowledge, client insights, and workflow expertise with less experienced team members.
• Participate in Monthly Super Team Meetings and All Team Meetings, contributing to team communication, learning, and continuous improvement.
• Embrace the Super Team concept as a vehicle for professional growth, both by receiving mentorship from senior team members and by supporting the development of others.

Qualifications:

Education Requirements:

High School or equivalent

Some College

Associate degree

Bachelor's degree

Master's degree

Experience Requirements:

• Six or more years insurance brokerage or property casualty insurance experience in account management role preferred
• Applied EPIC Agency Management System experience preferred but not required

Licensing or Certification Requirements:

• P & C Insurance Producer License Required

Knowledge / Skills / Abilities:

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Working Conditions and Physical Demands:

• This position primarily involves remaining in a stationary position for the majority of the workday.
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

The expected salary range for this position is $40- $43/hr depending on geographical location 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.