Autonomy-Driven Commercial Lines Manager

HUB International; Seneca (SC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Retirement match

Life and disability plans

Generous PTO

Job summary

The Commercial Lines Account Manager at HUB International manages a book of insurance business with autonomy and professional service for clients, carrier reps, underwriters and HUB colleagues. You’ll provide support to Producers in obtaining, maintaining and expanding business while aiming for high retention and compliant service.

Responsibilities include client meetings, renewals, data integrity, and cross-selling opportunities.

Qualifications

• At least 3 years of applicable insurance/agency experience.
• Exceptional written and verbal communication skills.
• Superior customer service and problem-solving skills.
• Proficiency with Microsoft Office Suite.
• Detail-oriented self-starter.
• Ability to work in a team environment.
• Significant skill in handling competing demands and projects.
• Excellent organizational skills and ability to prioritize and delegate responsibility.

Responsibilities

• Makes decisions on books of insurance business for which the incumbent is responsible.
• 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.
• Oversees the preparation and implementation of all transactions, correspondence, documents, and internal processing for assigned accounts.
• Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• 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 independent of manager approval.
• 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.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
• Ensures the accuracy of data in those systems.
• Travels on company business as required.
• Prepares reports for management as required.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Skills

Communication skills

Customer service

MS Office

Detail-oriented

Team player

Multitasking

Education

High School Diploma

Insurance license per state

Tools

Microsoft Excel

Job description

The Commercial Lines Account Manager at HUB International manages a book of insurance business with autonomy and professional service for clients, carrier reps, underwriters and HUB colleagues. You’ll provide support to Producers in obtaining, maintaining and expanding business while aiming for high retention and compliant service.

Responsibilities include client meetings, renewals, data integrity, and cross-selling opportunities.