Job Description
Summary:
We are seeking a Senior Account Manager experienced in servicing high-net-worth accounts to join our growing Personal Lines team! As a Senior Account Manager, your primary responsibilities will be servicing and maintaining existing accounts in our Personal lines department. Additionally, you may be expected to upsell clients on additional lines where possible.
In this role, you will:
Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
Provide professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues
Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
Make major decisions independent of manager approval on the book for which you are responsible
Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquire understanding of clients' insurance objectives and critically analyze and compare insurance plans to determine suitability
Stay abreast of changes in the insurance industry and other external conditions that may impact their clients; make appropriate recommendations to clients in response to those changes independent of manager approval
Act 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
Troubleshoot claims and billing issues
Responsible for overall retention of accounts in assigned book of business
Develop new business from existing accounts and assigned leads, and contribute to meeting departmental production goals; identify and follow-up on cross-selling opportunities when appropriate
Manage, organize, and conduct client meetings when necessary
-Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems when necessary; ensure the accuracy of data in those systems
Travel on company business as required
Prepare reports for management as required
Mentor and support Account Managers as needed
Attend industry related continuing education training and courses
What you offer us:
3-7 years of experience and demonstrated proficiency in an insurance account management
Agency experience is preferred
Preferably prior experience with high net work accounts
High School diploma or equivalent required
Currently licensed in good standing in required lines and states
Current with all necessary CE credits in required lines and states
Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
Excellent written and verbal communications skills
Superior customer service and problem-solving skills
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)
Ability to work in a team environment
What we offer you:
A rewarding job that helps local businesses in the community
Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
Generous time-off policies
A work/life balance because that's important for all of us
Learn from the expertise of your coworkers
Growth- HUB is growing, and so can your career
Be part of a motivated team
Additional benefits based on qualifications of applicant
The compensation for this role ranges $70,000+ annually, depending on experience
About HUB
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected - through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Why Choose HUB?
Throughout our network of more than 550 HUB offices in North America, 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 evolves 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
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
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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