Full-Time

Commercial Lines Account Manager

Posted on 12/16/2024

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Mid

Metairie, LA, USA + 2 more

More locations: Lafayette, LA, USA | Baton Rouge, 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

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for cyber insurance boosts Hub's market opportunities.
  • Embedded insurance solutions offer seamless integration with financial products.
  • Digital platforms expand Hub's reach to tech-savvy consumers.

What critics are saying

  • Rapid acquisitions may lead to integration challenges and cultural clashes.
  • Rising premiums could push clients towards alternative insurance solutions.
  • Technological challenges may delay benefits from Insuritas acquisition.

What makes HUB unique

  • Hub's acquisition strategy strengthens its market position and service offerings.
  • VIU by Hub enhances digital insurance solutions for financial institutions.
  • Hub's focus on personalized insurance caters to affluent clients' evolving needs.

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