Account Manager

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 accuracyProcess 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

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