Senior Insurance Account Manager II: Client Advocate

HUB International; Bothell (WA); On-site; USD 44,000 - 50,000; Full time

Job summary

HUB International in the United States is seeking an Account Manager II to manage a more complex book of insurance business, delivering professional service to clients, carrier reps, and underwriters. You may work independently or with a Producer to provide client advocacy and write new client accounts or lines of coverage as needed.

You will renew, quote, and bind coverage, maintain client relationships, coordinate with underwriters and associates, and ensure accurate proposals and policy

Qualifications

• Four or more years insurance brokerage or property casualty insurance experience in 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.
• Advanced professional designation highly desirable (e.g., AAI, ARM, CIC).

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 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
• Manage/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.

Skills

Customer service

Communication

Teamwork

Data entry

Organization

MS Office

EPIC

Education

High school or equivalent

P&C Insurance Producer License

CE credits current in required lines/states

AAI/ARM/CIC designation desirable

Tools

EPIC Agency Management System

MS Office

Job description

HUB International in the United States is seeking an Account Manager II to manage a more complex book of insurance business, delivering professional service to clients, carrier reps, and underwriters. You may work independently or with a Producer to provide client advocacy and write new client accounts or lines of coverage as needed.

You will renew, quote, and bind coverage, maintain client relationships, coordinate with underwriters and associates, and ensure accurate proposals and policy