Account Manager - Commercial Lines

Position Overview

The Account Manager will support Producers and/or Account Executives in obtaining, maintaining, and expanding business. The Account Manager may also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

• Determine what is needed for placement of new accounts or the renewal of existing accounts
• Discuss renewal intentions with the appropriate underwriters
• Attend or host client strategy meetings, both internal and external
• Prepare for and lead discussion during Critical Path meetings
• Manage the renewal or placement process, which includes leading the coordination between local, regional, and national specialty units
• Set target pricing, either independently or with the Account Executive or Producer
• Finalize market submissions
• Answer underwriting questions and negotiate terms and pricing with markets
• Coordinate loss control visits and surveys
• Complete coverage comparisons, identify recommended coverages, and fill those gaps
• Finalize and present proposals independently, or alongside the Account Executive or Producer
• Facilitate binding of coverage
• Final review of policy checking
• Conduct contract reviews as needed
• Resolve client coverage inquiries
• Manage account documentation including ERM 14 forms
• Send documentation to clients and follow up to ensure it was received and submitted to the carrier

• Strong understanding of commercial lines coverages, forms, procedures, and policy rating
• Self‑motivated and able to thrive in a results‑driven environment
• Proven ability to manage multiple projects at a time while paying strict attention to detail
• Responds to change and challenges in a calm, composed and positive manner
• Able to maintain confidentiality, exercise discretion and sound, professional judgement
• Strong problem solving and critical thinking skills
• Effective negotiating skills
• Effectively prioritizes and plans work activities, readily adaptable to changing circumstances
• Client focused
• Ability to work independently and as part of a team
• Excellent interpersonal communication skills
• Ability to follow procedures
• Intermediate knowledge of Microsoft Office Suite (Excel and PowerPoint)
• Some local travel

• Bachelor’s Degree or equivalent work‑related experience
• WI Property & Casualty License required

• 3‑5 years in a commercial insurance customer service role required
• Applied Systems (EPIC) experience preferred

• Required Experience:
  
  2‑5 years of relevant experience
• Required Travel:
  Up to 25%
• Required
  
  Education:
  
  Bachelor's degree (4‑year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.