Commercial Lines Account Manager

Primary Role:
The Commercial Lines Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrierrelationshipsand understanding client needs. Serves asday to daycontact and provides resolution for client questions and issues.

Duties and Responsibilities:

• 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

• Providesa high levelof support to Producers in obtaining,maintaining, and expanding business

• May alsobe responsible foraccount rounding andin accordance withstandard practices, policies, and procedures

• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards

• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

• Acquiresunderstanding of clients’ insuranceobjectivesand critically analyzes and compares insurance plans todeterminesuitability. Stays abreast of changes in the insurance industry and other external conditions that mayimpacttheir clients

• Makesappropriate recommendationsto clients in response to those changes

• Acts asliaisonbetween clients and insurance carriers to resolve escalated complex service issues that require policy interpretation andexperience basedjudgment to resolve. May also negotiate with underwriters and carriers

• Troubleshoots billing issues

• Responsible for overall retention of accounts in assigned book of business

• Organizes client meetings when necessary

• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker managementsystemwhen necessary. Ensures the accuracy of data in those systems

• Prepares reports for management asrequired

• Oversees functions performed by Account Administrators asrequired

• Supports, mentors, and trains Account Administrators, as necessary

• Attends industry related continuing education training and courses

• Performs other duties and projects as assigned

Key Competencies:
To perform the job successfully, an individual shoulddemonstratethe following competencies:

• Teamwork- Supports everyone's efforts to succeed

• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

• Quality Management -Demonstratesattention to detail.

• Project Management - Ability to lead a team and adhere to deadlines

Experience and Education:

• Experience in an Account Manager/Account Administrator role in a brokerage environment preferred

• Experience in customer service/ client facing rolerequired

• Bachelor’s degree preferred

• P & C License preferred (If not, willneedto be obtained within the first30 daysof employment)

Department Account Management & ServiceRequired Experience: Less than 1 year of relevant experienceRequired Travel: No Travel RequiredRequired 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.

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