Account Manager II - Commercial Lines
Squaremouth
Account Manager III
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance because that's important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
The Account Manager III is accountable for delivering excellent and efficient service through day-to-day account management of an assigned group of accounts. Successfully achieve client retention goals, effectively and consistently ensuring client satisfaction. Foster a culture of accountability, integrity, trust, respect, and teamwork while focusing on continuous improvement. The Account Manager III will serve as a mentor to the Account Manager I, provide direction to Account Manager Assistants I and/or II(s), and support Producers. The Account Manager II uses discretion and judgment in determining coverage needs for clients and in carrier and client negotiations.
Essential duties and responsibilities:
- Establish and build customer and carrier relationships
- Review contracts and agreements for insurance coverage compliance and addresses coverage issues
- Provides support in identifying client insurance needs, gaps in coverage and loss exposure
- Recommends appropriate insurance coverage, binds coverage, manages timely production and delivery of renewal policies
- Critically analyze and compare insurance plans to determine suitability
- Negotiates terms, pricing, and conditions with carriers
- Prepare and maintain accurate summaries of insurance, schedules, and proposals
- Serve as a liaison between clients and carriers to resolve service issues and policy interpretation
- Collaborate with Producers in policy review and delivery, meets with clients occasionally and identify ways to improve client service
- Contacts clients regarding outstanding receivables; invoices clients; reviews and accurately maintains accounting history
Requirements:
- 5-7 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred
- Excellent customer service, analytical, problem solving and conflict resolution skills
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
- Supervisory, project leader, mentor or team leader experience preferred
Education, licensing or certification requirements:
- High School Diploma or equivalent required; College degree preferred
- Currently licensed in good standing in required lines and states with all necessary CE credits
- Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
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.
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