Account Manager II, Commercial Lines

HUB International•Lake Oswego, OR

4d•$35 - $42•Onsite

About The Position

The Account Manager II manages a more complex or specialized 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 IIs are responsible for following our best practices and broker standards.

Requirements

Property & Causality License
High School Diploma / GED
Proficient in Word, Excel, Outlook, and internet utilization
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.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

Nice To Haves

Applied EPIC Agency Management System experience preferred but not required
4 or more years insurance brokerage experience or property casualty insurance experience in account management role preferred
Desire to learn and grow within the insurance industry.

Responsibilities

Service day-to-day client needs including, fielding phone calls, email, and other communication related 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 for setting up and maintaining 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.