Senior Commercial Lines Account Manager
| Company | HUB |
|---|---|
| Location | Hilton Head Island, SC, USA, Raleigh, NC, USA, Greenville, SC, USA, Charlotte, NC, USA, Greensboro, NC, USA, Myrtle Beach, SC, USA, Columbia, SC, USA, North Charleston, SC, USA, Asheville, NC, USA, Burlington, NC, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- 5+ years of applicable insurance/agency experience
- Exceptional written and verbal communication skills
- Superior customer service and problem-solving skills
- Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
- Detail-oriented self-starter
- Ability to work in a team environment
- Significant skill in handling competing demands and projects
- Excellent organizational skills and ability to prioritize and delegate responsibility.
Responsibilities
- Makes decisions 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, correspondence, documents, 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.
- Attends industry related continuing education training and courses.
- Performs other duties and projects as assigned.
Preferred Qualifications
- College degree preferred