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HUB International

Global insurance brokerage and risk management

Account Manager 2 - Commercial Lines

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • High school diploma or GED.
  • At least 5 years of account management experience, preferably in brokerage, or an equivalent combination of education and experience.
  • Property and Casualty License.
  • Ability to communicate orally and in writing with internal and external customers.
  • Ability to present information effectively and respond to questions from groups of managers, clients, customers, and the general public.
  • Proficiency with Microsoft Office Suite, Outlook, and agency management systems.
  • Ability to use logic and reasoning to assess alternative solutions, conclusions, or approaches to problems.
  • Ability to develop and maintain client relationships and work effectively with insurance and service vendors to meet client needs.
  • Ability to respond to customer needs, solicit feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
  • Ability to calculate discounts, interest, commissions, proportions, and percentages.
  • Ability to prioritize and organize multiple tasks and responsibilities to complete assignments accurately and on time.
  • Ability to work with a team and coach others in developing their skills and abilities.
  • Ability to identify complex problems, review related information, evaluate options, and implement solutions.

Responsibilities

  • Work with Producers and other company personnel on client service, marketing, and renewals while following best practices and standard procedures.
  • Provide professional service to clients, carrier representatives, underwriters, business partners, and colleagues to meet or exceed account-retention expectations.
  • Oversee and perform preparation and implementation of transactions, paperwork, and internal processing for assigned accounts, including backup support for other staff.
  • Understand clients’ insurance objectives and analyze and compare insurance plans to determine suitability.
  • Coordinate implementation of clients’ strategic plans, including pre-renewal strategic planning, risk identification assessments, contract reviews, claims reviews with Claims Management, market analysis, stewardship reports, and deductible analysis; coordinate value-added services from Risk Services and Claims Management.
  • Act as liaison between clients and insurance carriers to resolve complex escalated service issues requiring policy interpretation and experience-based judgment; negotiate with underwriters and carriers as needed and troubleshoot claims and billing issues.
  • Identify appropriate opportunities to cross-sell and upsell company products and services, and document products clients obtain through other providers and identify those providers.
  • Handle account rounding and develop new business when appropriate and in accordance with standard practices, policies, and procedures.
  • Manage, organize, and conduct client meetings with a Producer or independently.
  • Maintain organized account files by documenting conversations with clients and carrier representatives; update company and agency management systems and ensure data accuracy.
  • Prepare reports, proposals, and comparisons for management as required.
  • Stay current on insurance-industry changes and external conditions that may affect clients, make appropriate recommendations, and attend industry-related continuing education and courses.
  • Oversee work performed by less experienced Account Managers and Assistant Account Managers as required.
  • Support, mentor, and train other support staff members.
  • Support Sales staff in obtaining, maintaining, and expanding business.
  • Perform other assigned duties and projects.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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