Account Manager, Commercial Lines

HUB International; San Francisco (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

HUB International is seeking an Account Manager to manage a book of insurance business and provide professional, courteous service to clients, carrier representatives, underwriters, and partners. You will support Producers/Account Executives to obtain, maintain, and expand business.

Requires 2–5 years in the insurance industry, a High School Diploma/GED, and a Property & Casualty license. Strong communication, relationship building, and analytical skills are essential for success.

Qualifications

• High School Diploma or GED required.
• Property & Casualty license required or in process.
• Ability to communicate effectively in writing and verbally with clients, carriers, and colleagues.
• Proficiency with Microsoft Office Suite and agency management systems.

Responsibilities

• Manage a book of insurance business and provide professional service to clients, carriers, underwriters, and partners.
• Support Producers and/or Account Executives in obtaining, maintaining, and expanding business.
• Prepare transactions, paperwork, and internal processing; maintain accurate client files and data in systems.
• Identify cross-sell and upsell opportunities and coordinate client meetings and renewals.

Skills

Communication skills

Microsoft Office

Analytical thinking

Client relationships

Education

High School Diploma / GED

Property & Casualty License

Job description

ABOUT HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY

The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners. Supports Producers and/or Account Executives in obtaining, maintaining, and expanding business.

DUTIES & RESPONSIBILITIES

Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Prepares and implements all transactions, paperwork, and internal processing for assigned accounts. Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses. Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues. Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are. Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. Prepares reports, proposal and comparisons for management as required. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. In conjunction with the producer or independently, manages, organizes, and conducts client meetings Performs other duties and projects as assigned.

QUALIFICATIONS

High School Diploma / GED 2-5 years insurance industry experience (brokage preferred) or equivalent combination of education & experience Property & Causality License Knowledge / Skills / Abilities Ability to effectively and professionally communicate orally and in writing with internal and external customers. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Desire to learn and grow within the insurance industry. Confidence and demeanor to effectively interact with all levels within the organization. Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs. Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

Working Conditions and Physical Demands

This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.

We are the perfect fit if you:

• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

We are the perfect fit if you:

• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

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.

The expected salary range for this position is $75,000- $95,000/yr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.