ABOUT HUB INTERNATIONAL:
HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
WHAT WE OFFER YOU:
At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:
Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events.
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives
SUMMARY:
The Commercial Lines Account Manager manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Makes decisions on books of insurance business for which the incumbent is responsible.
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.
Oversees the preparation and implementation of all transactions, correspondence, documents, and internal processing for assigned accounts.
Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
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 independent of manager approval.
Acts 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.
Troubleshoots claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
Identifies and follows-up on cross-selling opportunities when appropriate.
Manages, organizes, and conducts client meetings when necessary.
Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
Ensures the accuracy of data in those systems.
Travels on company business as required.
Prepares reports for management as required.
Attends industry related continuing education training and courses.
Performs other duties and projects as assigned.
REQUIREMENTS:
At least 3 years of applicable insurance/agency experience
Exceptional written and verbal communication skills
Superior customer service and problem-solving skills.
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
Detail-oriented self-starter
Ability to work in a team environment.
Significant skill in handling competing demands and projects.
Excellent organizational skills and ability to prioritize and delegate responsibility.
EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
Department Account Management & Service
Required Experience: 2-5 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.
E-Verify Program
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