Commercial Lines Account Executive

Commercial Lines Account Executive

Requirements

• At least 3+ years of experience and demonstrated proficiency in an insurance Account Management role in required lines.
• Excellent oral and written English communications skills.
• Superior customer service and problem solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.
• Currently licensed in good standing in required lines and states.
• Current with all necessary CE credits in required lines and states.

Responsibilities

• Makes major decisions independent of manager approval 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, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ 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.
• 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.
• 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.
• Travels on company business as required.
• Prepares reports for management as required.
• Oversees functions performed by lower level Account Managers and Assistant Account Managers as required.
• Supports, mentors, and trains lower level Account Managers and Assistant Account Managers, as necessary.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Preferred Qualifications

• AA and/or college degree preferred.
• Advanced professional designation highly desirable (e.g. AAI, ARM, CIC).