Account Manager, Commercial Lines

Hub International Insurance•Oklahoma City, OK

About The Position

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.

Requirements

At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment.
High school diploma or equivalent required
P&C License required or able to obtain within 120 days from hire
Must hold a valid Driver’s License
Dependable transportation
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively customers and teammates.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

Nice To Haves

Bachelor’s degree preferred but not required
Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU)
Bilingual in English and Spanish a big plus.

Responsibilities

Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
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 in obtaining, maintaining, and expanding business
May also be responsible for account rounding and in accordance with standard practices, policies, and procedures
Works closely with Risk Consultants 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
Makes appropriate recommendations to clients in response to those changes
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers
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, as necessary
Attends industry related continuing education training and courses
Performs other duties and projects as assigned