Commercial Lines Account Manager

Hub International Insurance•San Antonio, TX

7h•Hybrid

About The Position

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. This position is in our downtown San Antonio office and offers a hybrid schedule (3 days office; 2 days remote) after an initial onboarding period. Job Summary: The Commercial Lines Account Manager works collaboratively with the Producers and Account Executives 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 and provides resolution for client questions and issues.

Requirements

Bachelor’s degree preferred (4-year degree)
2-5 years of related experience working as an Account Manager or Account Representative in the property/casualty area (equivalent combination of education and experience is acceptable).
Experience in customer service/client facing role required
P&C License required
Proficiency using Microsoft Suite

Responsibilities

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 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
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 broker management system 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