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Commercial Lines Account Manager II – Regional Floating Team

March 28, 2025March 28, 2025

Commercial Lines Account Manager II – Regional Floating Team

CompanyHUB
LocationSeattle, WA, USA, Yakima, WA, USA, Bothell, WA, USA, Spokane, WA, USA, Kennewick, WA, USA, Portland, OR, USA, Anchorage, AK, USA
Salary$30 – $38
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • At least 5 years insurance brokerage or property casualty insurance experience in account management role
  • Excellent verbal and written communications
  • Strong knowledge in Microsoft Office products

Responsibilities

  • Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
  • Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
  • Review quote documents to ensure all insurance requirements are included in quote proposal
  • Manage client relationship ensuring satisfaction
  • Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
  • Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
  • Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
  • Responsible to set up and maintain electronic records
  • Use best practices and internal broker standards for service and maintenance of client files and information
  • Training and collaboration with team members to share and educate on coverage, exposures and client knowledge

Preferred Qualifications

  • Experience with EPIC preferred
  • Experience with large construction accounts preferred


TaggedCustomer SuccessFinance & Operations & StrategyHUBSales & Account ManagementSenior

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