Commercial Lines Account Manager

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

Benefits offered by this job

Medical insurance

Dental insurance

401k matching

Paid parental leave

Generous PTO

Job summary

HUB International is seeking an experienced Account Manager to oversee a book of insurance business from our Pensacola office. You will deliver professional client service, analyze insurance plans, and support Producers in renewing and expanding business.

Responsibilities include preparing transactions, coordinating with carriers, and maintaining accurate records across HUB systems. Travel may be required to serve clients and attend meetings.

Qualifications

• At least 3+ years in insurance Account Management in required lines.
• Brokerage experience is preferred.
• Excellent written and spoken English communication skills.
• Superior customer service and problem-solving abilities.
• Proficient with computer systems including Microsoft Office and agency management systems.

Responsibilities

• Manage a book of insurance business with autonomy and professional service.
• Collaborate with Producers and HUB personnel on client service, marketing and renewals.
• Prepare and process transactions, paperwork, and internal processing for accounts.
• Develop new business from existing clients and assigned leads.
• Document conversations and update HUB systems; ensure data accuracy.

Skills

Insurance knowledge

Account management

Customer service

English communication

Microsoft Office

Education

High school diploma

AA degree preferred

Tools

Agency management system

Microsoft Office

Job description

ABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits brokers, 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:

• 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
• Comprehensive Wellness Program
• Paid Parental Leave
• 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 manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. 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. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Makes major decisions independent of manager approval 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, paperwork, 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.
• Oversees functions performed by lower level Account Managers and Assistant Account Managers as required.
• Supports, mentors, and trains lower level Account Managers and Assistant Account Managers, as necessary.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

WORK EXPERIENCE REQUIREMENTS

• At least 3+ years of experience and demonstrated proficiency in an insurance Account Management role in required lines.
• Brokerage experience is preferred.
• Excellent oral and written English communications skills.
• Superior customer service and problem solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.

EDUCATION REQUIREMENTS

• High School diploma or equivalent; AA and/or college degree preferred.

LICENSING OR CERTIFICATION REQUIREMENTS

• Currently licensed in good standing in required lines and states.
• Current with all necessary CE credits in required lines and states.
• Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)

Department Account Management & Service

• Required Experience: 2-5 years of relevant experience
• Required Travel: Negligible
• 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.

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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.