Account Manager - Commercial Lines

HUB International•Waukesha, WI

18d•Hybrid

About The Position

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. 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. 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.

Requirements

At least 3 years of experience and demonstrated proficiency in an insurance Account Management role in required lines.
Brokerage experience is preferred.
Excellent oral and written English communications skills.
Superior customer service and problem-solving skills.
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
Ability to work in a team environment.
High level attention to detail is essential.
Ability to work a regular, full-time hybrid work schedule at HUB’s facility(s) and ability to travel on business when required.
Currently licensed in good standing in required lines and states.
Current with all necessary CE credits in required lines and states.

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