Account Manager - Commercial Lines

HUB International • Merrill, WI • 20h ago

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 450 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

HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative solutions.

The Account Manager will support Producers and/or AEs in obtaining, maintaining, and expanding business. The Account Manager may also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

Job Responsibilities:

Determine what is needed for placement of new accounts or the renewal of existing accounts

Discuss renewal intentions with the appropriate underwriters

Attend or host client strategy meetings, both internal and external

Prepare for and lead discussion during Critical Path meetings

Manage the renewal or placement process, which includes leading the coordination between local, regional, and national specialty units

Set target pricing, either independently or with the Account Executive or Producer

Finalize market submissions

Answer underwriting questions and negotiate terms and pricing with markets

Coordinate loss control visits/surveys

Complete coverage comparisons, identify recommended coverages, and fill those gaps

Finalize and present proposals independently, or alongside the Account Executive or Producer

Facilitate binding of coverage

Final review of policy checking

Conduct contract reviews as needed

Resolve client coverage inquiries

Manage account documentation including ERM 14 forms

Send documentation to clients and follow up to ensure it was received and submitted to the carrier

Job Requirements:

Strong understanding of commercial lines coverages, forms, procedures, and policy rating

Self-motivated and able to thrive in a results-driven environment

Proven ability to manage multiple projects at a time while paying strict attention to detail

Responds to change and challenges in a calm, composed and positive manner

Able to maintain confidentiality, exercise discretion and sound, professional judgement

Strong problem solving and critical thinking skills

Effective negotiating skills

Effectively prioritized and plans work activities, readily adaptable to changing circumstances

Client focused

Ability to work independently and as part of a team

Excellent interpersonal communications skills

Ability to follow procedures

Intermediate knowledge of Microsoft Office Suite (Excel and PowerPoint)

Some local travel

Education Requirements:

Bachelor's Degree or equivalent work-related experience

WI Property & Casualty License required

Experience Requirements:

3-5 years in a commercial insurance customer service role required

Applied Systems (EPIC) experience preferred

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

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.

E-Verify Program (https://hubinternational.jobs/e-verify/)

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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