Commercial Lines Account Manager

Commercial Lines Account Manager

The Commercial Lines Account Manager 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.

Essential Duties and Responsibilities:

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, correspondence, documents, 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.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Requirements:

• At least 3 years of applicable insurance/agency experience
• Exceptional written and verbal communication skills
• Superior customer service and problem-solving skills.
• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
• Detail-oriented self-starter
• Ability to work in a team environment.
• Significant skill in handling competing demands and projects.
• Excellent organizational skills and ability to prioritize and delegate responsibility.

Education, Licensing or Certification Requirements:

• High School Diploma or equivalent required
• Relevant Insurance License per state/regional Statutes

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

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.