Account Manager, Insurance

HUB International•Napa, CA

2d•$60,000 - $70,000•Hybrid

About The Position

The Account Manager (Licensed) Position provides licensed account management and policy servicing support for the SPG Transportation –Last Mile Delivery Program. This role is focused on managing a renewal book of business and delivering high-quality service throughout the policy life cycle. The strongest candidates will have experience in commercial insurance account servicing and a current Property & Casualty license. About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies). About SPG Transportation – Last Mile Delivery: SPG Transportation’s Last Mile Delivery program has become a dominant force in the Final Mile contractor insurance space. We offer primary Auto Liability, General Liability, Physical Damage, Cargo, Excess, Workers’ Compensation, and Occupational Accident coverages – delivering tailored, best-in-class solutions to the transportation industry through our carrier partnerships with AmTrust and Great Plains Casualty.

Requirements

Active Property & Casualty Insurance License required.
Bachelor’s degree or equivalent work experience (High School Diploma/GED required).
At least 3 years of Commercial Insurance Lines Account Management experience
Strong oral and written communication skills.
Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
Sound judgment and the ability to make informed decisions when discussing coverage and providing insurance guidance.
Adherence to employee policies, including confidentiality requirements and carrier partner service practices and procedures.

Nice To Haves

Life & Health Insurance License preferred; willingness to obtain within the first 6 months of employment.

Responsibilities

Manage inbound and outbound calls with insureds, agents, and motor carriers regarding accounts, policy verification, and coverage questions.
Manage a renewal book of business on a monthly basis, ensuring timely and accurate processing.
Document communications and follow-ups, responding to client questions and concerns in a timely and professional manner.
Support policy life cycle servicing activities including, but not limited to: policy change requests (adds/deletes), billing questions, claims instructions, final audits, and pre-renewal questionnaires.
Meet quality assurance requirements and other key performance indicators.
Manage and grow relationships with insureds, brokers, and program partners.
Attend and participate in weekly team meetings.
Represent BizCHOICE Last Mile Delivery in a professional manner when engaging with insureds, agents, customers, vendors, and carrier partners.
Provide general support to department leadership and assist with special projects and initiatives as needed.