Account Manager

The Account Manager plays a critical role in ensuring clients receive the support they need to effectively manage their insurance policies. In this position, you are responsible for servicing and retaining small business commercial lines insurance clients. As the key liaison, you will build and maintain strong, positive relationships with both our valued clients and insurance carrier partners. Responsibilities include managing a book of commercial lines accounts, marketing to carriers, preparing quotes and proposals, responding promptly to policy inquiries via email and phone, maintaining renewal controls for expirations and binders, reviewing policies, endorsements, and audits for accuracy, and keeping accurate, organized account files.

Primary Responsibilities:

• Maintain a book of commercial accounts

• Coordinate the processing of all commercial lines new and renewal business

• Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients

• Prepare quotations and prepare new client proposals

• Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue

• Review all new policies for accuracy

• Process endorsements and renewals through communication/interfacing with clients and companies

• Process invoices and credits for agency billed business

• Process cancellations according to procedure manual

• Pursue professional studies and maintain familiarity with trends in the industry and new insurance products

• Improve/refine professional skills through continuing education

• Maintain account files in accordance with established procedures

• Gather underwriting, pricing, and supporting data for preparation of submission

• Generate applicable reports

• Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives

• Assist in training other employees
   

Required Skills:

• Current Property/Casualty Insurance License

• 2-4 years of insurance brokerage experience

• High school diploma required, though college degree preferred

• Understand and analyze insurance coverages, forms, and policies

• Above average math skills

• Strong written, oral, and phone communication skills

• Organize, set, and maintain priorities

• Basic knowledge/experience with an agency management system

• Strong working knowledge of Microsoft Office
   

What We Offer You:

• A rewarding job that helps local businesses in the community

• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

• Generous time-off policies

• A work/life balance because that’s important for all of us

• Learn from the expertise of your coworkers 

• Growth - HUB is growing, and so can your career

• Be part of a motivated team

Your future with HUB:

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

• Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

• Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

• Our Core Values:

  • Entrepreneurship: We encourage innovation and educated risk-taking.

  • Integrity: We do the right thing every time.

  • Teamwork: We work together to maximize results.

  • Accountability: We measure and take responsibility for outcomes.

  • Service: We serve customers, communities and colleagues.

If you value what we value, and like the perks along the way – Apply TODAY!

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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