Full-Time

Commercial Lines Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
AI & Machine Learning

Mid

Metairie, LA, USA + 1 more

More locations: Covington, LA, USA

Category
Customer Success Management
Sales & Account Management
Requirements
  • At least 3+ years of experience and demonstrated proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred.
  • Excellent oral and written English communications skills.
  • Superior customer service and problem solving skills.
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
  • Ability to work in a team environment.
  • Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.
  • High School diploma or equivalent; AA and/or college degree preferred.
  • Currently licensed in good standing in required lines and states.
  • Current with all necessary CE credits in required lines and states.
  • Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
Responsibilities
  • Makes major decisions independent of manager approval 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, paperwork, 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.
  • Oversees functions performed by lower level Account Managers and Assistant Account Managers as required.
  • Supports, mentors, and trains lower level Account Managers and Assistant Account Managers, as necessary.
  • Attends industry related continuing education training and courses.
  • Performs other duties and projects as assigned.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

Help us improve and share your feedback! Did you find this helpful?