Commercial Lines Account Manager

Commercial Lines Account Manager

Requirements

• Minimum of 3 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred
• Superior customer service and problem-solving skills with the ability to work in a team environment
• Excellent written and verbal English communications skills required
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and willingness to travel on business when required

Responsibilities

• Responsible for overall retention of accounts and assigned book of business by partnering closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB’s best practices and standard procedures
• 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
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative. Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability and may negotiate with Underwriters and carriers
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients by attending industry-related continuing education training and courses
• Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and 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 and troubleshoot claims and billing issues
• Travels on company business as required
• Monitors functions performed by junior-level Account Managers and Account Manager Assistants, and supports, mentors and trains as necessary
• Performs other duties and projects as assigned

Preferred Qualifications

• Supervisory, project leader, mentor or team leader experience preferred
• College Degree preferred
• Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)