Account Manager, Community Business Unit

HUB International • Tulsa, OK

21h • Onsite

About The Position

The Commercial Lines CBU (Community Business Unit) Account Manager works collaboratively with the Senior Account Manager and Producer (if there is one) managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact for resolution for client questions and issues.

Requirements

• At least 3 years of experience in an Account Manager role in brokerage environment required
• Commercial Account experience required
• High school diploma or equivalent required
• P&C License required or able to obtain within 120 days from hire
• Must hold a valid Driver’s License
• Dependable transportation
• 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 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.
• 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

• Bachelor’s degree preferred
• Advanced professional designation preferred (e.g. AAI, ARM, CIC, CPCU)
• Bilingual in English and Spanish a plus.

Responsibilities

• Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
• Manages complex, high-volume accounts, and leads client communications
• 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
• May also be responsible for account rounding and in accordance with standard practices, policies, and procedures
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards
• Oversees 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
• Makes appropriate recommendations to clients in response to those changes. Influences renewals and some upsell opportunities
• 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
• Troubleshoots billing issues
• Responsible for overall retention of accounts in assigned book of business
• Organizes client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems
• Prepares reports for management as required
• Oversees functions performed by Account Administrators as required
• Supports, mentors, and trains Account Administrators, as necessary
• Attends industry related continuing education training and courses
• Performs other duties and projects as assigned

Benefits

• HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
• E-Verify Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED