Work with client/sales executive in gathering marketing data for new and renewal quotes
Obtain quotes from carriers for new and existing business
Provide exceptional service with accuracy and timeliness in processing all policy documents
Develop and maintain relationships with carrier representatives and remain educated on carrier products and services
Maintain quotes, client/carrier correspondence and updated client information in agency management system
Advanced knowledge of carrier online systems for obtaining quotes, mapping, billing information, general processing, etc.
Acts as liaison between clients and insurance carriers to resolve service issues
May be involved in training of new hires
Identifies opportunities for cross-sell and up-sell
Assist in the process of claims to the extent of following industry standards for the carrier/client
Contact clients as requested to set up appointments or answer questions
Maintain/update client data/activities on agency management systems for new policies/renewal policies/carrier downloads
Broaden knowledge of the industry with continuing education
Follows HUB Broker Standards policies/procedures

Bachelor’s degree or equivalent from four-year college or university preferred
At least two years of experience related to property and casualty account management preferred
Experience with Epic or other insurance related software preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
State property and casualty insurance license, or ability to obtain, required
Knowledge of insurance agency operations
Excellent verbal and written communication skills
Team player with a great attitude, self-motivation and the ability to work in a fast-paced environment
Strong communication, interpersonal, multi-tasking, and organizational skills
Must be thorough, detail-oriented and is responsible for working with confidential information
Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
Ability to function independently with minimal supervision

Crop Account Manager

Key skills