Senior Account Manager

Hub International Insurance•Annapolis, MD

2d•Onsite

About The Position

HUB International is seeking a Senior Account Manager to join their Commercial Lines team in Annapolis, MD. This role involves servicing middle market commercial insurance accounts, working alongside a designated Producer. Responsibilities include account rounding, developing new business, analyzing commercial accounts for coverage and limits, understanding client insurance objectives, comparing insurance plans, maintaining client relationships, staying updated on industry changes, acting as a liaison between clients and carriers, resolving service issues, negotiating with underwriters, troubleshooting claims and billing, developing new business from existing accounts and leads, preparing applications for new and renewal coverage, creating client proposals, preparing necessary transactions (applications, certificates of insurance, invoices, forms), documenting client and carrier interactions, updating agency management systems, and potentially handling premium collections. The role requires conducting business with an understanding of its business and earnings implications, and performing other assigned responsibilities.

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.
7-10 years of relevant experience.

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.
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)
401(k) Savings Plan
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Flexible Spending Accounts (FSAs)
Life and Disability Plans
Long-Term Care
Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Comprehensive Onboarding
Continuing Education
Flexible Work Arrangements
Dress for Your Day Dress-Code