Senior Account Manager and Team Lead - Commercial Lines

Hub International Insurance-posted 1 day ago
Full-time • Mid Level
Chicago, IL
5,001-10,000 employees
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As a Senior Commercial Account Manager and Team Lead, you will manage an assigned book of business. You will be responsible for a high level of service and understanding of our client’s business needs. You will support Producers and/or Account Executives in obtaining, maintaining, and expanding business. You will be accountable for Hub’s largest and most complex accounts. The Senior Account Manager may also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. You will work in a collaborative team environment, mentoring Account Managers, Associate Account Managers and Team Assistants, as applicable.

  • Manage a book of business generally $1,000,000 in revenue, depending on the complexity or number of accounts.
  • Provide quality customer service to existing accounts with a goal of 93% retention or more.
  • Collaborate within a team that includes Sales Executives, Sr. Account Managers, Account Managers and Associate Account Managers.
  • Mentor, support, and train Account Managers, Associate Account Managers and Team Assistants, as necessary.
  • Ensure accurate maintenance of client information in EPIC
  • Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve.
  • Leads client meetings (including renewal meetings), independent from producer or manager as needed.
  • Accountable to administrative tasks including, but not limited to:
  • Annual Stewardship Reports
  • Renewal Process- from pre-renewal to proposal preparation to binding of coverages
  • Loss Summary reviews
  • Account System Maintenance
  • Billing questions
  • Marketing lines of coverage as needed
  • Special projects and all other duties, as assigned
  • Develop coverage comparisons to be used in proposals
  • Responsible for full account life cycle including the renewal process, quoting, proposal, binding and policy distribution
  • Determine what is needed for placement of new accounts or the renewal of existing accounts.
  • Discuss renewal intentions with the appropriate underwriters.
  • Attend or host client strategy meetings, both internal and external.
  • Prepare for and lead discussions during Critical Path meetings.
  • Manage the renewal or placement process, which includes leading the coordination between local, regional, and national specialty units.
  • Set target pricing, either independently or with the Account Executive or Producer.
  • Answer underwriting questions and negotiate terms and pricing with markets.
  • Coordinate loss control visits/surveys.
  • Complete coverage comparisons, identify recommended coverages, and fill those gaps.
  • Finalize and present proposals independently, or alongside the Account Executive or Producer.
  • Facilitate binding of coverage.
  • Final review of policy checking.
  • Conduct contract reviews as needed.
  • Resolve client coverage inquiries.
  • Manage account documentation including ERM 14 forms.
  • Send documentation to insured and follow up to ensure it was received and submitted to the carrier.
  • Performs other duties and projects as assigned.
  • At least 7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines, with 3 of those years in a supervisory, project leader, or team leader role with direct reports.
  • Excellent oral and written English communications skills.
  • Superior customer service and problem-solving skills.
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
  • Ability to work in a team environment.
  • High level attention to detail is essential
  • Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.
  • Currently licensed in good standing in required lines and states.
  • Current with all necessary CE credits in required lines and states.
  • Advanced professional designation highly desirable (e.g., AAI, ARM, CIC).
  • health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
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