Account Manager - Commercial Lines

Hub International Insurance•Salt Lake, UT

2d•Hybrid

About The Position

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB? Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: are seeking a progressive work environment at a rapidly growing organization have a desire to help others protect their future have an entrepreneurial spirit and are challenged by the opportunity to grow the business are focused on learning and development to enhance your industry knowledge and expertise are a self-starter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others Summary: Our team is growing, and we are looking for a “people person” who is passionate about working with customers. If you like managing your own clients and working with a team, this is the right fit for you. As the Commercial Lines Account Manager, you are responsible for servicing and retaining commercial lines insurance clients. You are also responsible for providing support to Producers and/or AEs in obtaining, maintaining, and expanding business. 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 brokerage experience
High school diploma, 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

Nice To Haves

College degree preferred

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

Medical/dental/vision/life insurance
401k matching program
Health Savings Account funding
Voluntary insurance options
Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
Paid-time-off benefits such as vacation, sick, and personal days
Eligible bonuses, equity and commissions for some positions

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