Hybrid Senior Account Manager, Commercial Lines

Posted 2 months ago

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About the role

  • Senior Account Manager managing middle-market education accounts in a growing insurance broker. Collaborating with team members and ensuring compliance with insurance standards while maximizing account management results.

Responsibilities

  • Oversee service and strategy of assigned book of accounts
  • Maintain HUB professional service standards as required and ensure team compliance
  • Maintain appropriate professional licensing and continuing education
  • Pursue professional development opportunities
  • Appropriately document conversations with clients and carrier personnel and update all HUB computer systems and agency management system, ensuring accuracy of data in those systems
  • Maintain familiarity with industry trends and new insurance products
  • Be responsible for the quality of HUB client deliverables, i.e. policy analysis, loss analysis, risk profile analysis
  • Collaborate with producer(s) and practice leader as required to maximize account management results
  • Review client insurance related contracts as necessary
  • Travel on company business as necessary
  • Prepare management reports as necessary
  • Develop a deep understanding of client insurance objectives and provide thoughtful analysis and comparison of coverage terms and conditions.
  • Troubleshoot, identify issues, and resolve matters between the client and the insurance company independent of manager approval
  • Manage and hold periodic client meetings such as a Stewardship or Pre-Renewal meeting
  • Develop new and expanded business opportunities
  • Cultivate and manage underwriting and carrier relationships to strategically support client needs.

Requirements

  • 5+ years of Commercial Lines Insurance experience within an agency
  • A current Property/Casualty Insurance License is required
  • Excellent oral and written communication skills
  • Proven ability to identify issues, deliver proactive customer service, and resolve problems independently without manager involvement
  • Ability to teach and mentor team members
  • Ability to prioritize and multitask
  • Proficiency with computer systems, including but not limited to Microsoft Office and automated Agency Management Systems
  • Ability to work in a collaborative team environment
  • Demonstrated high-level attention to detail
  • Available for business travel, as necessary
  • Advanced professional designation(s) are highly desirable

Benefits

  • Medical/dental/vision/life insurance
  • 401k matching program
  • Health Savings Account funding
  • Voluntary insurance options
  • Generous time-off policies
  • Work/life balance

Job title

Senior Account Manager, Commercial Lines

Job type

Experience level

Senior

Salary

$75,000 - $90,000 per year

Degree requirement

High School Diploma

Location requirements

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