Strategic Commercial Insurance Account Manager

Hub International; Sacramento (CA); On-site; USD 65,000 - 80,000; Full time

Job summary

HUB International Limited in Sacramento, CA seeks an Account Manager to oversee a book of insurance business and provide professional service to clients, carriers, underwriters and partners. You will support Producers/Account Executives in obtaining, maintaining, and expanding business.

Responsibilities include collaborating with HUB personnel on client service, preparing transactions, analyzing objectives, and updating client records in agency systems.

Qualifications

• High School Diploma or GED required.
• 2-5 years in insurance brokerage preferred.
• Property & Casualty license required.

Responsibilities

• Works with Producers and HUB personnel on client service, marketing and renewal.
• Provides courteous service to clients, carriers, underwriters and partners.
• Prepares transactions, paperwork and internal processing for accounts.
• Analyzes clients' objectives and compares plans for suitability.
• Maintains accurate account files and updates HUB systems.
• Identifies cross-sell opportunities and documents products used.
• Meets reporting requirements and supports new business development.
• Manages client meetings with producers and/or account executives.

Skills

Communication

Customer service

MS Office

Agency management

Education

High school diploma / GED

Tools

Microsoft Office Suite

Agency management systems

Job description

HUB International Limited in Sacramento, CA seeks an Account Manager to oversee a book of insurance business and provide professional service to clients, carriers, underwriters and partners. You will support Producers/Account Executives in obtaining, maintaining, and expanding business.

Responsibilities include collaborating with HUB personnel on client service, preparing transactions, analyzing objectives, and updating client records in agency systems.