Full-Time

Account Manager

Updated on 12/2/2024

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Junior, Mid

Traverse City, MI, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Customer Service
Requirements
  • Demonstrated strong decision-making ability
  • Excellent communication skills, both verbal and written
  • Strong work ethic and self-starter, able to effectively manage multiple tasks and adapt to change within a fast-paced business environment
  • Flexibility with daily tasks
  • Fast and accurate typing skills
  • Strong follow-up skills
  • Goal oriented
  • Ability to learn and navigate new software quickly
  • Strong ability to organize and prioritize
  • Excellent listening skills and the ability to ask probing questions, understand concern, and overcome objections
  • Must possess a professional and friendly attitude and be able to quickly develop a rapport with clients/brokers and team members over the phone
  • 3+ years commercial experience
  • 2-3+ years of account management experience
  • AMS knowledge preferred but not a necessity
  • Must have current P&C license
  • Bachelor's degree (4-year degree)
Responsibilities
  • Receive inbound calls including transferred calls from current clients/brokers
  • Place outbound follow-up calls for various reasons or documents
  • Answer questions about the product details, the company, and issues with account for the clients/brokers.
  • Assist clients/brokers with any technical issues experienced with website and escalate any issues to management appropriately.
  • Perform account maintenance activities
  • Meet Quality Assurance Requirements and other key performance metrics.
  • Handle accounts/questions/calls when the producer is out
  • Communication and documentation is extremely important
  • Process all endorsements, diary information, follow up if necessary, answer questions/concerns.
  • Process renewals
  • Assist the producer on any items requested
  • Upon notification from Accounting that an account is past due, contact the insured via email for payment.
  • Upon renewal, shop markets if necessary for price & coverage. Communicate with the producer prior to shopping.
  • Perform other job duties as they may be assigned including but not limited to the above tasks.

Company Stage

Debt Financing

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?