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Account Manager II - Commercial Lines, Social Services
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Hub International Limited
Nashville, TN (In Person)
Full-Time
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Job Description
Account Manager II - Commercial Lines, Social Services
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
- Ability to work a regular, full-time work schedule at HUB's facility(s) and willingness to travel on business when required
- 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.