Account Manager II – Personal Lines

Account Manager II – Personal Lines

Requirements

• High School Diploma / GED; College degree strongly preferred
• 3-5 years in an insurance Account Management role (brokerage experience required) or equivalent combination of education & experience
• Private Client experience strongly preferred
• Currently licensed in good standing in required lines and states.

Responsibilities

• May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client.
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• 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.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations for improvements.
• Prepares reports for management as required.
• Oversees functions performed by less experienced Account Managers and Client Support Specialists as required.
• Supports, mentors, and trains less experienced Account Managers and Client Support Specialists, as necessary.
• Seeks continued knowledge and 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; Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Preferred Qualifications

• Private Client experience strongly preferred
• Are well-organized with excellent verbal and communication skills
• Have the confidence and demeanor to effectively interact with all levels within the organization
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others