Sr. Account Manager - Commercial Insurance

HUB International•Irving, TX

1d•Remote

About The Position

This position will be responsible for providing senior account manager level support for our professional lines and enterprise banking insurance programs. Our client profile is a national footprint of 1,400+ community bank and credit union clients to which we provide a broad spectrum of insurance products and services. The Senior Account Manager position will specifically focus on our professional lines and enterprise banking insurance programs, which include Financial Institution Bond, D&O, Cyber, Bankers Professional Liability, Debit Card Fraud, Trust Services Liability, Employment Practices Liability, etc…. About Us: Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance and investment professionals to better serve our valued clients. HUB Financial Services provides insurance solutions and products for small- to mid-sized financial institutions. We enjoy the resources and structure of HUB International, one of the world’s largest insurance brokers, while maintaining a tight-knit and fun local office culture.

Requirements

5-7 years of relevant experience
High school or equivalent

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 (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for Account Technician support staff.
Coordinates the implementation of the client’s strategic plan. This includes: Performing key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.
Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions
Solicits renewals, prepares submissions for marketing, prepares proposals, renews, prepares binders, invoices etc. For new and existing clients
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
In conjunction with the producer, 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 Account Technician support staff
Attends industry related continuing education training and courses