Account Manager, Commercial Lines

HUB International • Lake Oswego, OR

3d

About The Position

This Account Manager I, with a focus on Construction, manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Account Manager Is are responsible to follow our best practices and broker standards.

Requirements

• High School or equivalent
• P & C Insurance Producer License Required
• 2-5 years insurance industry experience (brokage preferred) or equivalent combination of education & experience
• Exceptional customer service skills
• Strong reading comprehension and analysis skills
• Strong data entry skills
• Strong written and oral communication skills
• Strong organization and follow up skills
• Ability to effectively work in a team environment
• Proficient in Word, Excel, Outlook, and internet utilization

Nice To Haves

• Two or more years insurance brokerage or property casualty insurance experience in account management role preferred
• Applied EPIC Agency Management System experience preferred but not required

Responsibilities

• Service day to day client needs including fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing
• Review quote documents to ensure all insurance requirements are included in quote proposal
• Manage client relationship ensuring satisfaction
• Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate
• Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
• Responsible to set up and maintain electronic records
• Use best practices and internal broker standards for service and maintenance of client files and information
• Training and collaboration with team members to share and educate on coverage, exposures and client knowledge
• Other duties as assigned.

Benefits

• Throughout our network of more than 450 HUB offices in North America, 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 provide 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 evolves 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.
• HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees