Small Business Account Manager
About The Position
HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, HUB is dedicated to providing customers with peace of mind through unrelenting advocacy and tailored insurance solutions. The Commercial Lines Account Manager on the diversified team is responsible for servicing and retaining commercial lines insurance clients. This role involves managing a book of commercial accounts, coordinating the processing of new and renewal business, and working with producers to align with corporate goals, carrier requirements, and client needs. The position also includes preparing quotations and proposals, completing new business applications, processing endorsements, renewals, invoices, and cancellations, and maintaining account files. The role requires staying familiar with industry trends and new insurance products through professional studies and continuing education. Additionally, the Account Manager will gather underwriting data, generate reports, and establish good working relationships with company representatives. There is also an opportunity to assist in training other employees.
Requirements
- Current Property/Casualty Insurance License
- 4-7 years of 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
- 401(k) accounts
- paid-time-off benefits such as vacation, sick, and personal days
- eligible bonuses
- equity
- 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
