Account Manager II - Commercial Lines

What We Offer You

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Summary

The Account Manager II is accountable for delivering excellent and efficient service through day-to-day account management of an assigned group of accounts. Successfully achieve client retention goals, effectively and consistently ensuring client satisfaction. Foster a culture of accountability, integrity, trust, respect, and teamwork while focusing on continuous improvement.

The Account Manager II will serve as a mentor to the Account Manager I, provide direction to Account Manager Assistants I and/or II(s), and support Producers. The Account Manager II uses discretion and judgment in determining coverage needs for clients and in carrier and client negotiations.

Essential Duties and Responsibilities

• Establish and build customer and carrier relationships
• Review contracts and agreements for insurance coverage compliance and addresses coverage issues
• Provides support in identifying client insurance needs, gaps in coverage and loss exposure
• Recommends appropriate insurance coverage, binds coverage, manages timely production and delivery of renewal policies
• Critically analyze and compare insurance plans to determine suitability
• Negotiates terms, pricing, and conditions with carriers
• Prepare and maintain accurate summaries of insurance, schedules, and proposals
• Serve as a liaison between clients and carriers to resolve service issues and policy interpretation
• Collaborate with Producers in policy review and delivery, meets with clients occasionally and identify ways to improve client service
• Contacts clients regarding outstanding receivables; invoices clients; reviews and accurately maintains accounting history

Requirements

• 5-7 years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred
• Excellent customer service, analytical, problem solving and conflict resolution skills
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
• Supervisory, project leader, mentor or team leader experience preferred

Education, Licensing or Certification Requirements

• High School Diploma or equivalent required; College degree preferred
• Currently licensed in good standing in required lines and states with all necessary CE credits
• Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
• Department Account Management & Service
• Required Experience: 5-7 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent