Account Manager

The Senior Account Manager for our Program team manages a book of insurance business generating $500,000 to $750,000 in revenue. The CRM provides professional, courteous service to clients, carrier representatives, underwriters, business partners, HUB colleagues, and supports Producers in obtaining, maintaining, and expanding business. Is responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

Essential Duties and Responsibilities:

  • Handles 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. Makes appropriate recommendations to clients in response to those changes independent of manager approval.
  • Acts as liaison between clients and insurance carriers to resolve service issues, will also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
  • Responsible for overall retention of accounts in assigned book of business.
  • Develops new business from existing accounts and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
  • Will schedule and conduct client meetings when necessary.
  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems Ensures the accuracy of data in those systems.
  • Travels on company business as required.
  • Prepares reports for management as required.
  • May oversee functions performed by Associate Account Managers as required.
  • Attends industry related continuing education training and courses.
  • Performs other duties and projects as assigned.

Required Skills:

  • At least 3 years of experience and demonstrated proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred..
  • Excellent oral and written English communications skills.
  • Superior customer service and problem solving skills.
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
  • Ability to work in a team environment.
  • High level attention to detail is essential
  • Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required.
  • Some supervisory, project leader, or team leader experience preferred.
  • Currently licensed in good standing in required lines and states.
  • Current with all necessary CE credits in required lines and states.
  • Advanced professional designation highly desirable (e.g. AAI, ARM, CIC).

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