Commercial Lines Account Manager

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 will have an assigned book and provide support to clients and the Account Executives as needed, in obtaining, maintaining, and servicing commercial lines accounts. This position requires to meet the overall needs of the clients.

Essential Duties and Responsibilities

• Prepare renewal submissions, submit to markets, compare quotes to then present the best options to our clients.
• Prepares client renewals including proposals and presentations.
• Processes endorsements across several different lines of insurance by adding/deleting vehicles and drivers, mailing addresses, contact information, premise addresses, etc.
• Generates proof of insurance for insureds, mortgages, and lessors
• Retrieves policy documentation from various insurance portals
• Handle cancellations
• Answers insurer's inquiries and addresses concerns
• Process final audits
• Monitor pre-renewal process including loss run requests
• Drafts and sends close out letters
• Provides client support with all levels of client's decision-makers as well as the day-to-day technical client representatives.
• Oversees all aspects of servicing the account and client satisfaction

Requirements

• Must have a valid Florida 2-20 license
• Minimum 2 years of experience in insurance client support
• Excellent customer service and good work ethic

Knowledge, Skills, and Abilities

• Strong technical knowledge of coverage in all commercial lines insurance
• Knowledge of EPIC system a plus
• Knowledge of commercial lines insurance and products
• Ability to work independently but also assists members of the team
• Maintains a professional attitude under pressure
• Strong sense of accountability
• Strong Microsoft Word, Outlook and Excel knowledge
• Department Account Management & Service
• Required Experience: 2-5 years of relevant experience
• Required Travel: Negligible
• Required Education: Some college (no degree)