Commercial Lines Account Manager, Small Business Unit

HUB International•Columbia, SC

About The Position

HUB International Limited (“HUB”) is the one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. The Commercial Lines Account Manager, Small Business Unit manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. 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. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

Requirements

At least 3 years of applicable insurance/agency experience
Exceptional written and verbal communication skills
Superior customer service and problem-solving skills.
Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
Detail-oriented self-starter
Ability to work in a team environment.
Significant skill in handling competing demands and projects.
Excellent organizational skills and ability to prioritize and delegate responsibility.
High School Diploma or equivalent required
Relevant Insurance License per state/regional Statutes

Responsibilities

Makes decisions on books of insurance business for which the incumbent is responsible.
Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
Oversees the preparation and implementation of all transactions, correspondence, documents, 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 independent of manager approval.
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 claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
Identifies and follows-up on cross-selling opportunities when appropriate.
Manages, organizes, and conducts 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.
Travels on company business as required.
Prepares reports for management as required.
Attends industry related continuing education training and courses.
Performs other duties and projects as assigned.

Benefits

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events.
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives