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HUB International

Global insurance brokerage and risk management

Senior Account Manager

Insurance Sales & AgencyUpdated on Nov 12
Full-timeMidlothian, VA, USA

About the Job

Requirements

  • Two years of commercial lines insurance experience.
  • Thorough knowledge of commercial lines coverages and markets.
  • Property and Casualty Insurance license.
  • High school diploma or equivalent.
  • Proficiency with computer systems, including Microsoft Office and automated agency management systems.
  • Mastery of virtual technology, including meeting scheduling, video display, and screen sharing.
  • Ability to work in a team environment.
  • High attention to detail.
  • Organizational, interpersonal, oral, and written communication skills.
  • Customer service and problem-solving skills.

Responsibilities

  • Service assigned small- to middle-market commercial insurance accounts in coordination with a designated Producer, including account rounding and developing new business as appropriate and in accordance with company practices, policies, and procedures.
  • Review and analyze commercial accounts for coverage and limits, and make appropriate recommendations to clients.
  • Understand clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability.
  • Develop and maintain client relationships to ensure service needs are met.
  • Stay abreast of insurance-industry changes and external conditions that may affect clients, and make appropriate recommendations in response without manager approval.
  • Act as liaison between clients and insurance carriers to resolve service issues; negotiate with underwriters and carriers as needed; troubleshoot claims and billing issues.
  • Develop new business from existing accounts and assigned leads, and contribute to departmental production goals.
  • Gather information from clients and prepare applications for submission to the Marketing Department regarding new or renewal coverage.
  • Prepare client proposals based on client needs, rates, and coverages.
  • Prepare account transactions, including applications, certificates of insurance, invoices, and forms.
  • Document conversations with clients and carrier representatives and update HUB computer systems and automated agency management systems.
  • Maintain accurate data in the agency management system.
  • Handle collections of premiums due as needed.
  • Conduct business with an understanding of the company’s business and earnings implications.
  • Perform other responsibilities as assigned by the Manager.

Desired Qualifications

  • An associate degree or college degree is preferred.

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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