Account Manager, Healthcare Unit

Hub International InsuranceKansas City, MO
8dOnsite

About The Position

The Healthcare Unit Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for healthcare related 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 role specializing in medical professional liability insurance.
  • High school diploma or equivalent required
  • P&C License required
  • Must hold a valid Driver’s License
  • Dependable transportation and ability to work in office environment
  • 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 to 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

  • Experience in KS and MO is a plus.
  • 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, routine client requests, and some moderately complex client accounts independently 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
  • Works closely with Risk Consultants and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards
  • Oversee 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.
  • Understands when to escalate complex issues
  • 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
  • Responsible for overall retention of accounts in assigned book of business
  • Organizes and attends client meetings when necessary
  • Oversees functions performed by Account Administrators as required
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