At HUB International, we are a team of entrepreneurs.
We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities.
We help businesses evaluate their risks and develop solutions tailored to their needs.
We believe in empowering our employees.
As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices.
Our structure enables our teams to maintain their own unique, regional culture.
HUB is the 5th 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 13,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Primary Role: The Account Manager, Commercial Lines 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 automated agency management systems 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: Team Work – Supports everyones 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 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 5 years of experience in an Account Manager role in a brokerage environment required Large Commercial Account experience required Bachelor’s degree preferred P&C License required Professional designation preferred (e.g.
AAI, ARM, CIC, CPCU