Account Manager II, Commercial Lines

HUB International; Sacramento (CA); On-site; USD 65,000 - 78,000; Full time

Job summary

An insurance brokerage company in Sacramento is seeking an experienced Account Manager II to manage a book of insurance business and provide client support. Responsibilities include overseeing transactions, coordinating strategic plans, and acting as a liaison with carriers. The ideal candidate has 5+ years in account management, a Property & Casualty License, and strong client relationship skills. Competitive salary $65,000-$78,000 plus benefits.

Benefits

Health/dental/vision insurance

401(k) accounts

Paid-time-off benefits

Qualifications

• 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience.
• High level of written and verbal communication skills.
• Ability to manage multiple tasks and responsibilities efficiently.

Responsibilities

• Manage a book of insurance business and provide professional service to clients.
• Oversee transaction preparations and internal processing for assigned accounts.
• Act as a liaison between clients and insurance carriers to resolve complex service issues.

Skills

Effective communication

Presentation skills

Microsoft Office Suite proficiency

Critical Thinking

Client relationship management

Problem Solving

Education

High School Diploma / GED

Property & Casualty License

Tools

Microsoft Office

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 world’s largest insurance brokers, HUB’s focus is dedicated to providing clients 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 North American team of professionals represents a broad, deep, and one‑of‑a‑kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Job Summary

The Account Manager II manages a book of insurance business, provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision‑making. The Account Manager II also supports Producers and other support staff 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.
• Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back‑up for other support staff members.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Coordinates the implementation of the client’s strategic plan. This includes: Performing key “value‑added” services including, but not limited to, Pre‑Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.; Coordinating the value‑added services being provided by our Risk Services and Claims Management Divisions.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience‑based judgment to resolve. 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.
• 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.
• 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, proposals and comparisons for management as required.
• 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.
• Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required.
• Supports, mentors, and trains other support staff members.
• Provides a high level of support to Sales staff in obtaining, maintaining, and expanding business.
• Performs other duties and projects as assigned.

Qualifications

• High School Diploma / GED
• 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience
• Property & Casualty 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 prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Ability to effectively work with a team and coach others in developing their skills and abilities.
• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

What You Bring To The Table

• Hold a high school diploma/GED (college degree strongly preferred)
• Have at least 3+ years of related commercial lines insurance experience within a brokerage environment
• Are currently licensed in good standing
• Have the confidence and demeanor to effectively interact with all levels within the organization
• Are computer literate – Microsoft Office Suite and Outlook

Benefits and Compensation

The expected salary range for this position is $65,000-$78,000/yr, depending on geographic 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.

Equal Opportunity Employer

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 EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.