Account Manager, Commercial Lines

Commercial Lines Account Manager

The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.

Duties and Responsibilities

Manages a book of insurance business, routine client requests, and some moderately complex client accounts independently 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, Senior Account Managers and/or Account Executives in obtaining, maintaining, and expanding business, can resolve common issues with limited guidance

May also be responsible for account rounding and in accordance with standard practices, policies, and procedures

Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards

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. Understands when to escalate complex issues

Makes appropriate recommendations to clients in response to those changes

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 billing issues

Responsible for overall retention of accounts in assigned book of business

Organizes and attends client meetings when necessary

Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary. Ensures the accuracy of data in those systems

Prepares reports for management as required

Oversees functions performed by Account Administrators as required

Supports, mentors, and trains Account Administrators and new staff, as necessary

Attends industry related continuing education training and courses

Performs other duties and projects as assigned

Key Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

Teamwork Supports all organizational departments in a collaborative effort for everyone to succeed.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Initiative Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

Quality Management Demonstrates attention to detail.

Project Management Ability to lead and contribute team and adhere to deadlines

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.

Experience and Education

At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment.

High school diploma or equivalent required

Bachelor's degree preferred but not required

P&C License required or able to obtain within 60 days from hire

Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU)

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver's License

Dependable transportation and ability to work in office environment

Public Speaking/Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively to customers and teammates.

Bilingual in English and Spanish a big plus.

Math Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills

To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

** This is a hybrid role, requiring four days per week in the office and Fridays work from home.**

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent

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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