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HI
Hub International
Account Manager II, Commercial Lines
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
- + Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.
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 effectively and professionally communicate orally and in writing with internal and external customers.
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. + Confidence and demeanor to effectively interact with all levels within the organization. + Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. + Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. + Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. + Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy. + Ability to effectively work with a team and coach others in developing their skills and abilities. +Problem Solving:
Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.WORKING CONDITIONS AND PHYSICAL DEMANDS
- + This position primarily involves remaining in a stationary position for the majority of the workday.
WHY CHOOSE HUB?
- Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.
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.
Department Account Management & Service Required Experience:
5-7 years of relevant experienceRequired Travel:
No Travel Required Required Education:
Diploma HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program (https://hubinternational.jobs/e-verify/) We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.Career Insights for Insurance Sales Agent (General)
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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.
$60,607 / year median in Oregon
-5% projected decline