Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
HI
Hub International
Account Manager II, Commercial Lines
Career Insights for Insurance Sales Agent (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on California data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
$61,116 / year median in California
-6% projected decline
Job Description
ABOUT HUB:
- In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.
THE OPPORTUNITY
- The Account Manager II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making.
DUTIES & RESPONSIBILITIES
- Our Account Manager assists the Account Service Team in the Commercial Lines Department with a variety of account-management functions which ensure clients receive the service they need to properly manage their insurance policies.
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. + 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. + Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients' needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are. + May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. + In conjunction with the producer or independently, manages, organizes, and conducts client meetings + Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. + Prepares reports, proposal and comparisons for management as required. + Seeks continued knowledge and 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; Attends industry related continuing education training and courses. + Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required. + Supports, mentors, and trains other support staff members. + Provides a high level of support to Sales staff in obtaining, maintaining, and expanding business. + Performs other duties and projects as assigned.QUALIFICATIONS
- + High School Diploma / GED + 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience + Property & Causality License
KNOWLEDGE / SKILLS / ABILITIES
- + Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Critical Thinking:
Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. + Desire to learn and grow within the insurance industry.WORKING CONDITIONS AND PHYSICAL DEMANDS
- + This position primarily involves remaining in a stationary position for the majority of the workday.
ABOUT HUB
- In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.
LIKE US SO FAR?
- Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.