[Hiring] Account Manager @HUB International

Role Description

The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, and business partners. Supports Producers and/or Account Executives in obtaining, maintaining, and expanding business.

• 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 clients, resulting in a rate of account retention that meets or exceeds expectations.
• Prepares and implements 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.
• Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact clients.
• Acts as liaison between clients and insurance carriers to resolve service issues; may negotiate with underwriters and carriers.
• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate.
• Maintains accurate and organized account files by documenting conversations with clients and carrier representatives.
• Prepares reports, proposals, and comparisons for management as required.
• May also be responsible for account rounding and the development of new business as appropriate.
• In conjunction with the producer or independently, manages, organizes, and conducts client meetings.
• Performs other duties and projects as assigned.

Qualifications

• High School Diploma / GED
• 2-5 years insurance industry experience (brokerage preferred) or equivalent combination of education & experience
• Property & Casualty License

Requirements

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Computer skills: proficiency with Microsoft Office Suite, Outlook, and agency management systems.
• Critical Thinking: Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions.
• Desire to learn and grow within the insurance industry.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships.
• Ability to respond to customer needs and handle difficult or emotional customer situations promptly.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
• Ability to efficiently gather pertinent information and analyze and solve problems timely and thoroughly.
• Ability to prioritize and organize multiple tasks and responsibilities.

Benefits

• Health, dental, vision, life, and disability insurance
• FSA, HSA, and 401(k) accounts
• Paid-time-off benefits
• Eligible bonuses, equity, and commissions for some positions