Senior Account Manager, Commercial Lines

HUB International•Tulsa, OK

About The Position

HUB International is a leading 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. Primary Role: The Commercial Lines Senior Account Manager works collaboratively with the Producer and Account Executive 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

At least 5 years of experience in an Account Manager role in brokerage environment required
Large Commercial Account experience required
Bachelor’s degree preferred
High school diploma or equivalent required
P&C License required or able to obtain within 120 days from hire
Advanced professional designation preferred (e.g. AAI, ARM, CIC, CPCU)
Must hold a valid Driver’s License
Dependable transportation/ability to work in an office environment
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively customers and teammates.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

Nice To Haves

Bilingual in English and Spanish a plus.

Responsibilities

Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
Serves as primary point of contact for large or complex clients; often leads client discussions and presentations
Senior Account Managers possess deep technical product knowledge including lines and coverages. Senior Account Managers may help develop client strategy with Account Executives and Producers or independently
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. The Senior Account Manager should own and grow relationships with key clients
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. Anticipates issues and proactively resolves complex problems, often without direct supervision
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 and leads 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
Prepares reports for management as required
Oversees functions performed by Account Administrators and Account Managers as required. Supports, mentors, and trains Account Administrators and Account Managers, as necessary.
Attends industry related continuing education training and courses.
Performs other duties and projects as assigned.