Commercial Lines Account Manager
| Company | HUB |
|---|---|
| Location | Myrtle Beach, SC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
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.
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.
Preferred Qualifications
- Relevant Insurance License per state/regional Statutes