Account Manager responsible for promoting and selling water resources services in Illinois. Establishing client relationships and developing prospects while ensuring effective project delivery.
About the role
- Account Manager leading customer service and client segmentation for a book of insurance business at HUB International. Focused on client retention, revenue growth, and effective communication.
Responsibilities
- Lead the customer service function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals.
- Reduce E&O exposure.
- Develop and maintain relationships with target market clients to ensure that service needs are met proactively
- Manage client segmentation for your book of business, reviewed annually
- Gain an understanding of client insurance objectives and make recommendations
- Analyzes and compares insurance plans to determine suitability
- Provide advice to clients on claims as needed
- Coordinate with Sales Executives to ensure a smooth onboarding process
- Act as liaison between clients and carriers to solve issues
- Utilize carrier service centers as necessary
- Retain clients and revenue
- Lead clients annual review process and deliver our customer service commitment based on client segmentation
- Ability to effectively communicate rate increases in a way that highlights our value
- Lead the remarket process with Associate Account Managers as necessary
- Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue
- Grow book by account rounding and asking for referrals
- Develop new business revenue from existing accounts via cross sell and referrals
- Contact clients on monoline list and prior year lost business report for opportunities
- Prepare and present insurance quotes to clients based on need
- Responsible for ensuring all appropriate documentation in Epic
- Understands Michigan Essential Insurance Act and other regulatory requirements
Requirements
- Valid Michigan Property/Casualty insurance license
- Current with all necessary CE credits in required lines and states
- 3+ years’ experience and demonstrated proficiency in insurance account management role
- Superior customer service and problem-solving skills
- Ability to work in a team environment
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system
Benefits
- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Bonus Program
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day Dress-Code
- Service Awards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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