Manages a book of Property and Casualty insurance business.
Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
Provides high level of support to Sales staff in obtaining, maintaining, and expanding business.
Acts as liaison between clients and insurance carriers to resolve service issues.
May also negotiate with underwriters and carriers.
Troubleshoots claims and billing issues.
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.
Prepares summaries of insurance, schedules, and proposals for account review.
Assists producers in the premium collection process and handles accounting issues.
Refers current and prospective clients to other departments for solicitation of those lines of business.
Assists clients with claims when necessary.
Adheres to all Agency systems, procedures, and state regulations.

1-2 years in insurance company or agency preferred or professional business experience
High School diploma or equivalent; AA and/or college degree desirable
Property and Casualty Insurance License preferred, or willing to obtain within 90 days of employment
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Excellent written and oral communication skills
Ability to work in a positive team environment and collaborative culture
Ability to take direction and follow instructions effectively, while demonstrating initiative and attention to detail
Broad knowledge of insurance products and usages and ability to work independently

Account Manager – Commercial Lines

Key skills