Commercial Lines Account Manager

About this role

Primary Role:   The Commercial Lines Account Manager works collaboratively with the Producer and Account Executive 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, 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   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  

• 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 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, 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 everyone's efforts 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 a team and adhere to deadlines  

Experience and Education:  

• Experience in an Account Manager/Account Administrator role in a brokerage environment preferred  

• Experience in customer service/ client facing role   required  

• Bachelor’s degree preferred  

• P & C License preferred (If not, will   need   to be obtained within the first   3 0 days   of employment)  

Department Account Management & Service

Required Experience: Less than 1 year 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.

E-Verify Program

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