Insurance Account Manager: Client Advocate & Renewals

HUB International; Eugene (OR); On-site; USD 44,083 - 49,593; Full time

Job summary

HUB International Limited in Eugene, Oregon is seeking an Account Manager I to handle a book of insurance business and deliver professional service to clients, carriers, underwriters and HUB colleagues. You will work independently or with a Producer to advocate for clients and help with renewals and new accounts.

This role requires strong customer service, attention to detail, and collaboration within a team.

Qualifications

• Two or more years insurance brokerage or property casualty insurance experience in an account management role preferred.
• High school or equivalent.
• P & C Insurance Producer License required.
• Current with all necessary CE credits in required lines and states.

Responsibilities

• Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing.
• Review quote documents to ensure all insurance requirements are included in quote proposal.
• Manage the client relationship ensuring satisfaction.
• Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate.
• Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters.
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders.
• Responsible to set up and maintain electronic records.
• Use best practices and internal broker standards for service and maintenance of client files and information.
• Training and collaboration with team members to share and educate on coverage, exposures and client knowledge.
• Other duties as assigned.

Job description

HUB International Limited in Eugene, Oregon is seeking an Account Manager I to handle a book of insurance business and deliver professional service to clients, carriers, underwriters and HUB colleagues. You will work independently or with a Producer to advocate for clients and help with renewals and new accounts.

This role requires strong customer service, attention to detail, and collaboration within a team.