Account Manager, Commercial Lines

Primary Role:

The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Duties and Responsibilities:

+ Manages a book of insurance business, routine client requests, and some moderately complex client accounts independently

+ 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

+ Provides a high level of support to Risk Consultants, Senior Account Managers and/or Account Executives in maintaining business, can resolve common issues with limited guidance

+ May also be responsible for account rounding and in accordance with standard practices, policies, and procedures

+ Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards

+ Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

+ Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability.  Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Understands with to escalate complex issues

+ Makes appropriate recommendations to clients in response to those changes

+ Troubleshoots billing issues

+ Responsible for overall retention of accounts in assigned book of business

+ Organizes and attends client meetings when necessary

+ Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary.  Ensures the accuracy of data in those systems

+ Prepares reports for management as required

+ Oversees functions performed by Account Administrators as required

+ Supports, mentors, and trains Account Administrators and new staff, as necessary

+ Attends industry related continuing education training and courses

+ Performs other duties and projects as assigned

Key

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

+ Teamwork - Supports all organizational departments in a collaborative effort for everyone to succeed.

+ Written Communication - Writes clearly and informatively;
Edits work for spelling and grammar;
Varies writing style to meet needs;
Presents numerical data effectively;
Able to read and interpret written information.

+ Initiative - Volunteers readily;
Undertakes self-development activities;
Seeks increased responsibilities;
Takes independent actions and calculated risks;
Looks for and takes advantage of opportunities;
Asks for and offers help when needed.

+ Quality Management - Demonstrates attention to detail.

+ Project Management - Ability to lead and contribute team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

+ At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment.

+ High school diploma or equivalent required

+ Bachelor's degree preferred but not required

+ P&C License required or able to obtain within 120 days from hire

+ Advanced professional designation preferred or in progress (e.g.  CISR, AAI, ARM, CIC,  CPCU)

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand;

walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

Must hold a valid Driver's License

Dependable transportation and ability to work in office environment

Public Speaking/Language

Skills:

+ Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and…