Account Manager, Commercial Insurance

HUB International • Houston, TX

15d • Hybrid

About The Position

Our Account Managers play a critical role in ensuring clients receive the support they need to effectively manage their insurance policies. In this position, you are responsible for servicing and retaining commercial lines insurance clients. As the key liaison, you will build and maintain strong, positive relationships with both our valued clients and insurance carrier partners. Responsibilities include managing a book of commercial lines accounts, marketing to carriers, preparing quotes and proposals, responding promptly to policy inquiries via email and phone, maintaining renewal controls for expirations and binders, reviewing policies, endorsements, and audits for accuracy, and keeping accurate, organized account files. In this role, you will: Maintain a book of commercial accounts Coordinate the processing of all commercial lines new and renewal business Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients Prepare quotations and prepare new client proposals Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue Review all new policies for accuracy Process endorsements and renewals through communication/interfacing with clients and companies Process invoices and credits for agency billed business Process cancellations according to procedure manual Pursue professional studies and maintain familiarity with trends in the industry and new insurance products Improve/refine professional skills through continuing education Maintain account files in accordance with established procedures Gather underwriting, pricing, and supporting data for preparation of submission Generate applicable reports Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives Assist in training other employees

Requirements

• Current Property/Casualty Insurance License
• 4-7 years of insurance brokerage experience
• High school diploma required, though college degree preferred
• Understand and analyze insurance coverages, forms, and policies
• Above average math skills
• Strong written, oral, and phone communication skills
• Organize, set, and maintain priorities
• Basic knowledge/experience with an agency management system
• Strong working knowledge of Microsoft Office

Responsibilities

• Maintain a book of commercial accounts
• Coordinate the processing of all commercial lines new and renewal business
• Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients
• Prepare quotations and prepare new client proposals
• Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue
• Review all new policies for accuracy
• Process endorsements and renewals through communication/interfacing with clients and companies
• Process invoices and credits for agency billed business
• Process cancellations according to procedure manual
• Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
• Improve/refine professional skills through continuing education
• Maintain account files in accordance with established procedures
• Gather underwriting, pricing, and supporting data for preparation of submission
• Generate applicable reports
• Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
• Assist in training other employees

Benefits

• A rewarding job that helps local businesses in the community
• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
• Generous time-off policies
• A work/life balance because that’s important for all of us
• Learn from the expertise of your coworkers
• Growth - HUB is growing, and so can your career
• Be part of a motivated team

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED