Transportation Account Manager

Hub International Insurance • Sandy, UT

7d

About The Position

HUB International is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Summary: We are looking for a Transportation Account Manager to join our growing team! As the Account Manager, your primarily focuses will be servicing and maintaining existing accounts within our Transportation department. Additionally, you may be expected to upsell clients on additional lines where possible.

Requirements

• Current applicable Property & Casualty Insurance License
• A high school diploma required; some college preferred
• Strong written and oral communication skills
• Proficiency with MS Office
• Ability and willingness to utilize EPIC and other software
• Ability to understand policy forms and coverage descriptions
• Strong organizational skills and high attention to detail
• Ability to work in fast-paced, multi-tasking environment
• Willingness to attend educational classes
• Ability to understand policy forms and coverage descriptions
• 2-5 years of relevant experience

Responsibilities

• Manage a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
• Provide 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
• Provide a high level of support to Producers/Sales Executives in obtaining, maintaining, and expanding business
• Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability.
• 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 escalated complex service issues that require policy interpretation and experience based judgment to resolve.
• Negotiate with underwriters and carriers
• Troubleshoot claims and billing issues
• Be responsible for overall retention of accounts in assigned book of business
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals
• Identify and follow-up on cross-selling opportunities when appropriate
• Manage, organize, and conduct client meetings when necessary
• Appropriately document conversations with clients and carrier representatives and update EPIC agency management system.
• Ensure the accuracy of data in those systems
• Travel on company business as required
• Prepare reports for management as required
• Support, mentor, and train other team members as needed
• Attend industry related continuing education training and courses

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)
• A work/life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED