Associate Account Manager, Complex Risk

HUB International•Vancouver, BC

11d•CA$60,000 - CA$90,000•Onsite

About The Position

We are seeking an experienced and service-oriented Commercial Insurance professional to join our team to help in managing an established core book of first-generation accounts, along with exciting new business opportunities - encompassing multi-national, cross-border and a wide variety of types of business and coverage lines. You will be working directly with the team that originated and continues to grow this book of business, meaning that you are the type of person who wants to work with people who like to work hard and strive for excellence.

Requirements

Insurance experience, preferably 5 years within a commercial capacity
Level 2 General Insurance License
Works independently without supervision
Exceptional written and verbal communication skills
Superior client service, presentation and interpersonal skills
Demonstrated ability to explain and document sophisticated insurance coverage solutions clearly and professionally
Strong attention to detail and accuracy
Service-driven with a client-first mindset
Intermediate to advanced MS Office knowledge, with focus on Excel, PowerPoint, and Word
Strong sense of urgency when handling accounts, highly organized, proactive, and capable of managing multiple priorities
A people person, you work to provide superior client service while working collaboratively with your team and markets
2-5 years of relevant experience

Nice To Haves

Recognized industry certification preferred (CAIB, CIP, CRM, BCIT Risk Management)

Responsibilities

Manage and service a portfolio of large commercial insurance accounts
Build and maintain strong, professional relationships with both clients and insurance markets
Demonstrates strong technical insurance knowledge of coverage, with an ability to provide clients with expert guidance on complex commercial insurance coverage and respond to sophisticated coverage inquiries.
Delivers exceptional customer experience to internal and external customers.
Liaises with Client, Account Executive/Account Manager and Markets
Follows Hub Service Guidelines
Demonstrates commitment to teamwork and collaboration by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts including support of marketing/broking efforts
Acts as primary Customer Service Contact in absence of Account Executive or Account Manager
Responds to customer requests directly (or indirectly from Account Executive or Account Manager), submitting information to appropriate insurance companies and binding coverage where appropriate
Participates in formal account reviews and Critical Path meetings; working diligently to provide value-added services for clients and follow up on action items required by Producer, Marketer or Servicer
Collect data from the client, create an expert submission in EPIC and a rate sheet to be presented, identify coverage gaps, negotiate suitable rates and coverages with company underwriters, present Account Executives/Account Managers with best programs, and bind coverage.
Prepares proposals, customer correspondence, certificates, and invoices
Prepares cover notes on accounts marketed
Processes all documentation according to Hub workflows
Attaches all documentation into EPIC client instruction and bind orders instructions to marketing team and related information
Assists Account Executive/Account Manager with managing and collecting Account Receivables
Reviews and manages Account Reconciliation working with Accounting Team
Coaches and mentors new team members
Reviews and prioritizes all assigned tasks daily including company mail, emails, abeyances/activities
Maintains accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange, CSR24 and physical files as per agency standards
Continues professional development to enhance skills and abilities
Participates in training to obtain CE credits to maintain License
Obtain License in other provinces or territories as required to service clients
Protects HUB from E&O
Other duties and responsibilities as assigned