Account Manager II – Commercial Lines

Role Overview

• The Account Manager II is accountable for delivering excellent and efficient service through day-to-day account management of an assigned group of accounts.
• Successfully achieve client retention goals, effectively and consistently ensuring client satisfaction.
• Foster a culture of accountability, integrity, trust, respect, and teamwork while focusing on continuous improvement.
• Serve as a mentor to the Account Manager I, provide direction to Account Manager Assistants I and/or II(s), and support Producers.
• Use discretion and judgment in determining coverage needs for clients and in carrier and client negotiations.
• Establish and build customer and carrier relationships.
• Review contracts and agreements for insurance coverage compliance and addresses coverage issues.
• Provides support in identifying client insurance needs, gaps in coverage and loss exposure.
• Recommends appropriate insurance coverage, binds coverage, manages timely production and delivery of renewal policies.
• Critically analyze and compare insurance plans to determine suitability.
• Negotiates terms, pricing, and conditions with carriers.
• Prepare and maintain accurate summaries of insurance, schedules, and proposals.
• Serve as a liaison between clients and carriers to resolve service issues and policy interpretation.
• Collaborate with Producers in policy review and delivery, meets with clients occasionally and identify ways to improve client service.
• Contacts clients regarding outstanding receivables; invoices clients; reviews and accurately maintains accounting history.

Requirements

• 5-7 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines.
• Brokerage experience is preferred
• Excellent customer service, analytical, problem solving and conflict resolution skills
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and willingness to travel on business when required
• Supervisory, project leader, mentor or team leader experience preferred

Benefits

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package
• Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential
• HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives