Senior Account Manager - Potential for Hybrid Work

Hub International Insurance•Annapolis, MD

11h•Hybrid

About The Position

HUB International is seeking a Senior Account Manager to join their Commercial Lines team in Annapolis, MD. This role operates on a hybrid work schedule and is responsible for servicing assigned middle-market commercial insurance accounts with a designated Producer. Key duties include account rounding, developing new business, reviewing and analyzing commercial accounts for coverage and limits, understanding client objectives, and comparing insurance plans for suitability. The Senior Account Manager will also develop and maintain client relationships, stay updated on industry changes, act as a liaison between clients and carriers, troubleshoot claims and billing issues, and prepare applications and proposals. The role involves gathering client information, preparing necessary documentation, and maintaining accurate records in agency management systems. Additionally, the position may involve premium collections and conducting business with an understanding of its business and earnings implications. Other responsibilities may be assigned by the Manager.

Requirements

Seven years of commercial lines insurance experience.
Thorough knowledge of commercial lines coverages and markets.
Property and Casualty Insurance license.
High School diploma or equivalent.
Excellent oral and written 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.
Mastery of virtual technology, including meeting scheduling, video display and screen sharing.
Ability to work in a team environment.
High level attention to detail is essential.
Excellent organizational, interpersonal, and communication skills.

Nice To Haves

Advanced professional designation highly desirable (i.e. ARM, CIC, CPCU)
AA and/or college degree preferred.

Responsibilities

Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability.
Develop and maintain relationships with clients to ensure that all service needs are met.
Stay abreast of changes in the insurance industry and other external conditions that may impact their clients.
Make appropriate recommendations to clients in response to those changes independent of manager approval.
Act as liaison between clients and insurance carriers to resolve service issues.
Negotiate with underwriters and carriers.
Troubleshoot claims and billing issues.
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
Prepare client proposals based on client’s needs, rates, and coverages.
Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems.
Maintain the accuracy of data in the agency management system.
May handle collections of premiums due.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Other responsibilities as assigned by Manager.

Benefits

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education