Account Manager - Commercial Insurance

HUB International•Flagstaff, AZ

19d•Hybrid

About The Position

The Account Manager provides professional, courteous service to clients, producers, carriers, and company personnel while supporting the acquisition, retention, expansion, and servicing of commercial insurance accounts. Working alongside Producers, the Account Manager oversees assigned accounts with independent discretion and decision-making, maintains relationships with relevant decision makers, interfaces with carriers, collaborates with HUB colleagues, and negotiates coverage terms and conditions. Policy processing, client data maintenance in the Epic agency management system, routine policy changes, and other transactional or clerical work are handled by the AMII role. The position involves managing a book of business, retaining accounts, supporting Sales staff, resolving escalated service issues, coordinating renewals, and identifying cross-selling and new-business opportunities. The Account Manager also helps Producers implement client strategic plans, supports risk and claims services, analyzes coverage options, documents client and carrier communications, maintains accurate agency system data, and helps develop less experienced CSA staff. This is a hybrid role requiring three days per week in the designated location office.

Requirements

Five years of experience in commercial lines with an insurance company or agency.
High school diploma required.
Property and Casualty Insurance License.
Good telephone techniques and effective communication with prospective and existing clients and staff.
Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
Ability to understand policy forms and coverage descriptions.
Proven mathematical skills.
Demonstrated proficiency with computer systems, including Microsoft Office and automated agency management systems.
Ability to work in a positive team environment.
Strong typing skills and ability to compose clear, concise letters.
Organizational skills.
High attention to detail.

Nice To Haves

Some college preferred; college degree desired.
Willingness to attend educational classes desired.

Responsibilities

Manage a book of commercial insurance business with appropriate independent discretion, autonomy, and decision-making.
Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, meeting or exceeding account-retention expectations.
Support Sales staff in obtaining, maintaining, and expanding business.
Handle account rounding and develop new business when appropriate and in accordance with standard practices, policies, and procedures.
Serve as liaison between clients and insurance carriers to resolve escalated complex service issues; negotiate with underwriters and carriers; and troubleshoot claims and billing issues.
Retain accounts in the assigned book of business.
Develop new business from existing accounts and assigned leads, contribute to departmental production goals, and follow up on cross-selling opportunities when appropriate.
Produce binders, certificates, endorsements, and related items and verify their accuracy.
Maintain renewal and binder controls to ensure timely preparation and processing.
Prepare insurance summaries, schedules, and proposals for account reviews as needed.
Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the Producer.
Assist Producers with premium collection and handle accounting issues.
Refer current and prospective clients to other departments for solicitation of other lines of business.
Assist clients with claims when necessary.
Follow agency systems and procedures and applicable state regulations.
Assist Producers with implementing client strategic plans, including pre-renewal strategic planning, risk identification assessments, contract reviews, claims reviews in coordination with Claims Management, market analysis, stewardship reports, and deductible analysis.
Support value-added services provided by Risk Services and Claims Management divisions.
Work with Producers to understand client insurance objectives; analyze and compare insurance plans for suitability; stay informed about industry and external changes; and make appropriate client recommendations without manager approval.
Assist Producers in managing, organizing, and conducting client meetings when necessary.
Document conversations with clients and carrier representatives, update HUB and agency management systems, and ensure data accuracy.
Support and help develop less experienced CSA staff.
Attend industry-related continuing education training and courses.