Hybrid Insurance Account Manager: Growth & Impact

HUB International; Scottsdale (AZ); Hybride; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health benefits

Retirement savings matching

Company-paid life and disability plans

Generous paid time off

Parental leave

Wellbeing program

Résumé du poste

HUB International in Scottsdale, AZ, seeks an Account Manager to provide professional, courteous service to clients, producers, and company personnel. You will oversee a book of commercial accounts, collaborate with producers, and negotiate with carriers to secure favorable terms.

This role requires five years in commercial lines, a high school diploma, and an Insurance License. Strong communication, organization, and MS Office skills are essential for success in a hybrid work environment.

Qualifications

• Five (5) years in experience in commercial lines with insurance company or agency.
• A high school diploma required; some college preferred; college degree desired.
• Property and Casualty Insurance License
• Good telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members.
• Proficient with Microsoft Office Suite (Word, Excel, Outlook)
• Ability to understand policy forms and coverage descriptions.
• Proven mathematical skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a positive team environment.
• Strong typing skills with an ability to compose clear and concise letters.
• Organizational skills required.
• Willingness to attend educational classes desired.
• High attention to detail essential

Responsabilités

• Manages a book of insurance business, while acting with the necessary level 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 our Sales staff 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.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. 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.
• Produce binders, certificates, endorsements, and other related items while verifying their accuracy.
• Maintain controls on renewals and binders to ensure timely preparation and processing.
• Prepare summaries of insurance, schedules, and proposals as needed for account review.
• Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.
• Assist Producers in the premium collection process and handle accounting issues.
• Refers current and prospective clients to other departments for solicitation of those lines of business.
• Assist clients with claims when necessary.
• Adhere to all Agency systems, procedures, and state regulations.
• Assist the Producer with the implementation of the client’s strategic plan. This includes:
• Assisting with 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.
• Assist with the value-added services being provided by our Risk Services and Claims Management Divisions
• Work with producer to understand the clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stay 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.
• Assists the producer in managing, organizing, and conducting 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.
• Supports and helps develop less experienced CSA staff.
• Attends industry related continuing education training and courses.

Connaissances

Telephone techniques

Communication

Microsoft Office

Organizational skills

Team player

Formation

High school diploma

Some college

College degree desired

Outils

Microsoft Office Suite

Description du poste

HUB International in Scottsdale, AZ, seeks an Account Manager to provide professional, courteous service to clients, producers, and company personnel. You will oversee a book of commercial accounts, collaborate with producers, and negotiate with carriers to secure favorable terms.

This role requires five years in commercial lines, a high school diploma, and an Insurance License. Strong communication, organization, and MS Office skills are essential for success in a hybrid work environment.