More jobs:
Account Manager II, Commercial Lines
Job in
Fresno, Fresno County, California, 93650, USA
Listed on 2025-12-03
Listing for:
HUB International
Full Time
position Listed on 2025-12-03
Job specializations:
-
Insurance
Insurance Sales, Risk Manager/Analyst
Job Description & How to Apply Below
** In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
** JOB SUMMARY
** The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support staff in obtaining, maintaining, and expanding business.
** DUTIES & RESPONSIBILITIES
*** 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.
* 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.
* Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for other support staff members.
* Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
* Coordinates the implementation of the client’s strategic plan. This includes:
Performing key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk s, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.;
Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.
* 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.
* Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
* May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
* In conjunction with the producer or independently, manages, organizes, and conducts client meetings
* Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
* Prepares reports, proposal and comparisons for management as required.
* Seeks continued knowledge and 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;
Attends industry related continuing education training and courses.
* Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required.
* Supports, mentors, and trains other support staff members.
* Provides a high level of support to Sales staff in obtaining, maintaining, and expanding business.
* Performs other duties and projects as assigned.
** QUALIFICATIONS
* ** High School Diploma / GED
* 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience
* Property & Causality License
** Knowledge / Skills /…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×