HUB International is a global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.
Why Choose HUB?
Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
are seeking a progressive work environment at a rapidly growing organization
have a desire to help others protect their future
have an entrepreneurial spirit and are challenged by the opportunity to grow the business
are focused on learning and development to enhance your industry knowledge and expertise
are a self-starter willing to invest time and energy to learn the technical aspects of our business
believe in integrity and building success by developing relationships with others
Account Manager II
The Account Manager II will provide professional, courteous service to our clients, producers, and company personnel. With a positive attitude, the AM will provide a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts. Working alongside the Producers, the AM shall be responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.
Issues related to policy processing, maintenance of client data on the Epic agency management system, routine changes (e.g., adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AMII.
This role requires an individual who is professional and who displays the drive, determination, and self-motivation to manage the needs of the producer and the clients.
JOB RESPONSIBILITIES
Manages a book of insurance business, while acting with the necessary level 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 our Sales staff in obtaining, maintaining, and expanding business.
May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. 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.
Produce binders, certificates, endorsements, and other related items while verifying their accuracy.
Maintain controls on renewals and binders to ensure timely preparation and processing.
Prepare summaries of insurance, schedules, and proposals as needed for account review.
Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.
Assist Producers in the premium collection process and handle accounting issues.
Refers current and prospective clients to other departments for solicitation of those lines of business.
Assist clients with claims when necessary.
Adhere to all Agency systems, procedures, and state regulations.
Assist the Producer with the implementation of the client's strategic plan. This includes:
Assisting with key "value-added" services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.
Assist with the value-added services being provided by our Risk Services and Claims Management Divisions
Work with producer to understand the clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stay 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.
Assists the producer in managing, organizing, and conducting 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.
Supports and helps develop less experienced CSA staff.
Attends industry related continuing education training and courses.
QUALIFICATIONS
Five (5) years in experience in commercial lines with insurance company or agency
A high school diploma required; some college preferred; college degree desired.
Property and Casualty Insurance License
Good telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members.
Proficient with Microsoft Office Suite (Word, Excel, Outlook)
Ability to understand policy forms and coverage descriptions.
Proven mathematical skills.
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
Ability to work in a positive team environment.
Strong typing skills with an ability to compose clear and concise letters.
Organizational skills required.
Willingness to attend educational classes desired.
High attention to detail essential
Applied Epic agency management experience preferred
Hybrid work schedule; must be in office minimum of three days weekly.
Department Account Management & Service
Required Experience: 5-7 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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