Account Manager - Commercial Lines

HUB International•Wausau, WI

About The Position

The Account Manager will support Producers and/or AEs in obtaining, maintaining, and expanding business. The Account Manager may also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions.

Requirements

Strong understanding of commercial lines and transportation insurance coverages, forms, procedures, and policy rating
Self-motivated and able to thrive in a results-driven environment
Proven ability to manage multiple projects at a time while paying strict attention to detail
Responds to change and challenges in a calm, composed and positive manner
Able to maintain confidentiality, exercise discretion and sound, professional judgement
Strong problem solving and critical thinking skills
Effective negotiating skills
Effectively prioritized and plans work activities, readily adaptable to changing circumstances
Client focused
Ability to work independently and as part of a team
Excellent interpersonal communications skills
Ability to follow procedures
Intermediate knowledge of Microsoft Office Suite
Minimum 5 years in a commercial insurance customer service role – Required
Minimum 3-5 years of experience in the transportation industry - Required
Applied Systems (EPIC) experience preferred
2-5 years of relevant experience

Nice To Haves

Some Travel

Responsibilities

Determine what is needed for placement of new accounts or the renewal of existing accounts
Discuss renewal intentions with the appropriate underwriters
Attend or host client strategy meetings, both internal and external
Prepare for and lead discussion during Critical Path meetings
Manage the renewal or placement process, which includes leading the coordination between local, regional, and national specialty units
Set target pricing, either independently or with the Account Executive or Producer
Finalize market submissions
Answer underwriting questions and negotiate terms and pricing with markets
Coordinate loss control visits/surveys
Complete coverage comparisons, identify recommended coverages, and fill those gaps
Finalize and present proposals independently, or alongside the Account Executive or Producer
Facilitate binding of coverage
Final review of policy checking
Conduct contract reviews as needed
Resolve client coverage inquiries
Manage account documentation including ERM 14 forms
Send documentation to clients and follow up to ensure it was received and submitted to the carrier