Account Manager II, Commercial Lines

HUB International • Sacramento, CA

82d • $65,000 - $78,000

About The Position

The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support staff in obtaining, maintaining, and expanding business.

Requirements

• High School Diploma / GED
• 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience
• Property & Casualty License
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships.

Nice To Haves

• College degree strongly preferred
• 3+ years of related commercial lines insurance experience within a brokerage environment
• Currently licensed in good standing

Responsibilities

• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• 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.
• Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Coordinates the implementation of the client’s strategic plan.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives.
• Prepares reports, proposals, and comparisons for management as required.
• Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required.

Benefits

• Health, dental, and vision insurance
• Life and disability insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• 401(k) accounts
• Paid-time-off benefits
• 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