Commercial Lines Account Manager
| Company | HUB |
|---|---|
| Location | Tampa, FL, USA, Miami, FL, USA, Winter Park, FL, USA, Tallahassee, FL, USA, Gainesville, FL, USA, Plantation, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- At least 5 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.
- FL 2-20 P&C License
- 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.
- 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.
- Travels on company business as required.
- Prepares reports for management as required.
- Oversees functions performed by Assistant Account Managers and Technical Assistants as required.
- Supports, mentors, and trains Assistant Account Managers and Technical Assistants as necessary.
- Attends industry related continuing education training and courses.
- Performs other duties and projects as assigned.
Preferred Qualifications
- Professional designation highly desirable (CIC, AAI, ARM)