Commercial Lines Account Manager

HUB International • Coral Gables, FL

30d • Onsite

About The Position

The Account Manager will provide support to clients and the Account Executives in obtaining, maintaining, and servicing commercial lines accounts. This position requires to meet the overall needs of the clients.

Requirements

• Must have a valid Florida state 4-40 license; 2-20 license preferred.
• 1-2 years of experience in insurance client support.
• Excellent customer service tone and good work ethic.
• Strong technical knowledge of coverage in all commercial lines insurance.
• Knowledge of commercial insurance and products.
• Ability to work independently but also assists members of the team.
• Ability to always maintain professional manner.
• Strong Microsoft Word, Outlook and Excel knowledge

Nice To Haves

• Knowledge of EPIC system a plus.

Responsibilities

• Generates evidence of insurance for insureds, mortgages, and lessors.
• Processes endorsements across several different lines of insurance by adding/deleting vehicles and drivers, mailing addresses, contact information, premise addresses, etc.
• Retrieves policy documentation from various insurance portals for Account Executive review.
• Responsible for taking payments, handling cancellations, and updating clients.
• Creates and maintains summaries of insurance.
• Sends policies to insured.
• Answers insurer’s inquiries about their insurance.
• Conducts audits.
• Reviews and processes loss run requests.
• Drafts and sends close out letters.
• Presents assets to several markets, comparing quotes to then present the best options to our clients.
• Follows up to ensure the policy has been bound and no further action is needed.
• Responsible for renewals and taking renewals out to market.
• Prepares client renewals and new business strategies, including proposals and presentations.
• Provides client support with all levels of client’s decision-makers as well as the day-to-day technical client representatives.
• Follows up with clients to address their needs and resolve any issues or concerns.
• Other duties 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree