Account Manager – Commercial Lines
| Company | HUB |
|---|---|
| Location | Kansas City, MO, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment.
- High School Diploma
- P&C License required or able to obtain within 120 days from hire
- Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU)
Responsibilities
- Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
- 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
- Provides a high level of support to Risk Consultants in obtaining, maintaining, and expanding business
- May also be responsible for account rounding and in accordance with standard practices, policies, and procedures
- Works closely with Risk Consultants and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards
- 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
- Makes appropriate recommendations to clients in response to those changes
- Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve
- Troubleshoots billing issues
- Responsible for overall retention of accounts in assigned book of business
- Organizes and attends client meetings when necessary
- Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary
- Prepares reports for management as required
- Oversees functions performed by Account Administrators as required
- Supports, mentors, and trains Account Administrators, as necessary
- Attends industry related continuing education training and courses
- Performs other duties and projects as assigned
Preferred Qualifications
- Bachelor’s degree preferred but not required
- Bilingual in English and Spanish a big plus