Small Business Account Manager- Commercial Lines
About The Position
HUB is a leading insurance broker focused on protecting businesses and individuals by providing tailored insurance solutions and advocacy. We offer a competitive and friendly work environment with continuous opportunities for growth and development. Our entrepreneurial culture empowers employees to make the best decisions for clients and the organization. We are committed to providing competitive and flexible benefits that evolve with employee needs. We are looking for a "people person" who is passionate about working with customers, enjoys managing their own clients, and thrives in a team environment. As the Commercial Lines Account Manager, you will be responsible for servicing and retaining commercial lines insurance clients.
Requirements
- Current Property/Casualty Insurance License
- 3 years of Commercial brokerage experience
- High school diploma required
- Understand and analyze insurance coverages, forms, and policies
- Above average math skills
- Strong written, oral, and phone communication skills
- Organize, set, and maintain priorities
- Basic knowledge/experience with an agency management system
- Strong working knowledge of Microsoft Office
- 2-5 years of relevant experience
Nice To Haves
- college degree preferred
Responsibilities
- Maintain a book of commercial accounts
- Coordinate the processing of all commercial lines new and renewal business
- Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients
- Prepare quotations and prepare new client proposals
- Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue
- Review all new policies for accuracy
- Process endorsements and renewals through communication/interfacing with clients and companies
- Process invoices and credits for agency billed business
- Process cancellations according to procedure manual
- Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
- Improve/refine professional skills through continuing education
- Maintain account files in accordance with established procedures
- Gather underwriting, pricing, and supporting data for preparation of submission
- Generate applicable reports
- Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
- Assist in training other employees
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
- Health/dental/vision/life/disability insurance
- FSA, HSA and 401(k) accounts
- Paid-time-off benefits such as vacation, sick, and personal days
- Eligible bonuses, equity and commissions for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
