Hybrid Account Manager – Commercial Lines

at HUB International

• Job title: Account Manager – Commercial Lines
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $33 - $35 per hour
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Diamond Bar, United States

About the role

• Account Manager managing a book of insurance business while supporting clients and producers. Responsible for service, marketing, renewal, and retention in the insurance sector.

Responsibilities

• Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners
• Supports Producers and/or Account Executives in obtaining, maintaining, and expanding business
• 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
• Provides professional, courteous service to clients, resulting in a rate of account retention that meets or exceeds expectations
• Prepares and implements all transactions, paperwork, and internal processing for assigned accounts
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
• Seeks continued knowledge and 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; Attends industry related continuing education training and courses
• Acts as liaison between clients and insurance carriers to resolve service issues
• May also negotiate with underwriters and carriers
• Troubleshoots claims and billing issues
• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
• Prepares reports, proposals and comparisons for management as required
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• In conjunction with the producer or independently, manages, organizes, and conducts client meetings
• Performs other duties and projects as assigned.

Requirements

• High School Diploma / GED
• 2-5 years insurance industry experience (brokerage preferred) or equivalent combination of education & experience
• Property & Casualty License
• Ability to effectively and professionally communicate orally and in writing with internal and external customers
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Desire to learn and grow within the insurance industry
• Confidence and demeanor to effectively interact with all levels within the organization
• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits
• eligible bonuses
• equity and commissions for some positions