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Insurance Account Manager
2 months ago
HUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With a strong presence in North America, HUB has a reputation for delivering exceptional service and expertise to its clients.
Job Summary:We are seeking an experienced Insurance Account Manager to join our team. The successful candidate will be responsible for servicing existing accounts, coordinating account activity, and developing new business opportunities. The ideal candidate will have a strong background in insurance, excellent analytical and problem-solving skills, and excellent communication and interpersonal skills.
Key Responsibilities:- Service and monitor unit accounts and disseminate account activity
- Evaluate existing coverages and make recommendations as needed
- Review contracts as required
- Receive, review and forward invoices, policies, endorsements and other documents as necessary
- Prepare specifications and applications for marketing new and renewal business
- Heavy client contact and insurance company interaction and negotiation as needed
- Market specialized coverages as needed
- Formulate proposal for presentation
- Authorize the release of Certificates of Insurance, Accord Binders, and Placement Requests
- Review and audit policies for compliance with internal procedures and in accordance with binders specification
- Client visits - as necessary to ensure client satisfaction
- Attend staff and Account Executive meetings
- Pursue a program of professional development
- Apply (basic) proficiency of loss analysis, SIRs, Retrospective Rating/loss sensitive plans on account activity as needed
- Assure proper disposition of items on expiration lists
- Work on new business opportunities as needed
- College degree or equivalent work experience
- Minimum of 5 years experience in brokerage, consulting, insurance company
- Excellent analytical & problem-solving skills
- Excellent verbal and written communications skills
- Excellent interpersonal skills
- Computer literate in Word, Excel and PowerPoint
- Highly detail-oriented
- Ability to multi-task
HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and commissions for some positions.
Department:Account Management & Service
Required Experience:5-7 years of relevant experience
Required Travel:Negligible
Required Education:Bachelor's degree (4-year degree)
EEO Statement:HUB International Limited is an equal opportunity and affirmative action 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.