Account Manager II, Commercial Enterprise

HUB International

Eugene (OR)

On-site

USD 91,693,000 - 103,155,000

Full time

2 days ago

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Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Dental insurance

Vision insurance

Life insurance

Disability insurance

Bonuses & commissions

Job summary

HUB International is seeking an Account Manager II to handle a complex book of insurance business and provide professional, courteous service to clients, carrier reps, underwriters and colleagues. You may work independently or with a Producer to support client advocacy and retention.

You will follow broker standards, manage renewals, review proposals, and coordinate internal processes to ensure accurate and timely coverage and client satisfaction.

Qualifications

Four or more years insurance brokerage or property casualty experience in account management preferred.
High School or equivalent.
P & C Insurance Producer License required.
Current CE credits in required lines and states.
Advanced professional designation highly desirable (e.g., AAI, ARM, CIC).

Responsibilities

Provide day-to-day client service including coverage questions, policy changes, payments, cancellations, etc.
Lead renewal process: obtain info, market, negotiate terms/pricing, review quotes, present to client and Producer, invoice
Review quotes to ensure all insurance requirements are included
Maintain client relationships and satisfaction
Manage and delegate work to Associate Account Managers I & II
Maintain relationships with underwriters and negotiate coverage
Prepare and review proposals, bind coverage, create client policy summaries and binders
Set up and maintain electronic records
Follow best practices and internal broker standards
Train and collaborate with team on coverage and exposures
Perform other duties as assigned

Skills

Customer service

Communication

Data entry

Teamwork

MS Office

Education

High school diploma

P&C license

CE credits up to date

Advanced designation desirable (AAI, ARM, CIC)

Tools

EPIC Agency Management System

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.

About Hub

The Opportunity

The Account Manager II manages a more complex or specialized book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Account Manager IIs are responsible to follow our best practices and broker standards.

Duties & Responsibilities

Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
Review quote documents to ensure all insurance requirements are included in quote proposal
Manage client relationship ensuring satisfaction
Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
Responsible to set up and maintain electronic records
Use best practices and internal broker standards for service and maintenance of client files and information
Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
Other duties as assigned.

Qualifications

Four or more years insurance brokerage or property casualty insurance experience in account management role preferred
High School or equivalent
P & C Insurance Producer License Required
Current with all necessary CE credits in required lines and states.
Advanced professional designation highly desirable (e.g., AAI, ARM, CIC).

Knowledge / Skills / Abilities

Exceptional customer service skills
Strong reading comprehension and analysis skills
Strong data entry skills
Strong written and oral communication skills
Strong organization and follow up skills
Ability to effectively work in a team environment
Proficient in Word, Excel, Outlook, and internet utilization
Applied EPIC Agency Management System experience preferred but not required

Working Conditions And Physical Demands

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor.

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. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action 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 EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

The expected salary range for this position is $32 - $36/hr depending on geographical location 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.

Department Account Management & Service