Commercial Lines Account Manager

HUB International; Coral Gables (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive pay

Healthcare insurance

Health Savings Account

401k matching

Life and disability insurance

Paid time off (PTO)

Work-life balance

Career growth

Job summary

HUB International in Florida seeks an Account Manager to support commercial lines accounts, renewals, and client service alongside Account Executives.

The role requires a valid Florida 2-20 license, at least two years in insurance client support, and a strong customer-service ethic; EPIC knowledge is a plus.

Qualifications

• Must have a valid Florida 2-20 license.
• Minimum 2 years of experience in insurance client support.
• Excellent customer service and good work ethic.

Responsibilities

• Prepare renewal submissions, submit to markets, compare quotes and present the best options.
• Prepare client renewals including proposals and presentations.
• Process endorsements across commercial lines (vehicles, drivers, addresses, etc.).
• Generate proof of insurance for insureds, mortgages, and lessors.
• Retrieve policy documentation from insurance portals.
• Respond to insurer inquiries and address concerns.
• Monitor pre-renewal process and loss run requests.
• Draft and send close-out letters.
• Provide client support to all levels of decision-makers.
• Oversee all aspects of servicing the account and client satisfaction.

Skills

Customer service

Account management

Team collaboration

Independent work

Attention to detail

Education

Florida 2-20 license

Tools

EPIC system

Microsoft Word/Outlook/Excel

Job description

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

The Account Manager will have an assigned book and provide support to clients and the Account Executives as needed, in obtaining, maintaining, and servicing commercial lines accounts. This position requires to meet the overall needs of the clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Prepare renewal submissions, submit to markets, compare quotes to then present the best options to our clients.
• Prepares client renewals including proposals and presentations.
• Processes endorsements across several different lines of insurance by adding/deleting vehicles and drivers, mailing addresses, contact information, premise addresses, etc.
• Generates proof of insurance for insureds, mortgages, and lessors
• Retrieves policy documentation from various insurance portals
• Answers insurer’s inquiries and addresses concerns
• Process final audits
• Monitor pre-renewal process including loss run requests
• Drafts and sends close out letters
• Provides client support with all levels of client’s decision-makers as well as the day‑time technical client representatives.
• Oversees all aspects of servicing the account and client satisfaction

REQUIREMENTS:

• Must have a valid Florida 2-20 license
• Minimum 2 years of experience in insurance client support
• Excellent customer service and good work ethic

KNOWLEDGE, SKILLS, AND ABILITIES:

• Strong technical knowledge of coverage in all commercial lines insurance
• Knowledge of EPIC system a plus
• Knowledge of commercial lines insurance and products
• Ability to work independently but also assists members of the team
• Maintains a professional attitude under pressure
• Strong sense of accountability
• Strong Microsoft Word, Outlook and Excel knowledge