Senior Account Manager

HUB International • Scottsdale, AZ

21h • Onsite

About The Position

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, HUB is committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while its dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for clients. The Senior Account Manager role requires a professional individual with drive, determination, and self-motivation to build a business. The mission is to service and maintain existing accounts while uncovering opportunities for increasing business. HUB International Limited (HUB) is headquartered in Chicago, Illinois, and is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

Requirements

• Minimum of seven (7) years of experience in commercial lines with insurance company/agency.
• Requisite insurance license
• A high school diploma required
• Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Ability and willingness to utilize company’s computer system and software
• Strong typing skills with an ability to compose clear and concise letters
• Ability to understand policy forms and coverage descriptions
• Organizational skills required
• High attention to detail essential
• 7-10 years of relevant experience
• No Travel Required

Nice To Haves

• Broker experience preferred
• Some college preferred
• Willingness to attend educational classes desired

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 the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• 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 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.
• Supports, mentors, and trains lower-level Account Managers and Assistant Account Managers, as necessary
• Attends industry related continuing education training and courses

Benefits

• competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success
• continuous opportunities for growth and development
• entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization
• focus on expanding the industry knowledge of our insurance professionals
• competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time
• financial security and career satisfaction

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees