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Insurance Account Manager
2 months ago
HUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. With a focus on providing peace of mind, our team of professionals across North America offers tailored insurance solutions that put our clients in control.
Job SummaryWe are seeking an experienced Account Manager to join our team in Modesto, CA. As a key member of our commercial lines team, you will be responsible for managing a book of insurance business, providing exceptional client service, and driving business growth.
Key Responsibilities- Manage a portfolio of insurance clients, providing professional and courteous service to meet their needs and exceed expectations.
- Work closely with producers and other HUB personnel to develop and implement client service strategies, marketing initiatives, and renewal plans.
- Oversee the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
- Analyze client insurance objectives and compare insurance plans to determine suitability.
- Coordinate the implementation of client strategic plans, including value-added services such as risk assessments, contract reviews, and claims reviews.
- Act as a liaison between clients and insurance carriers to resolve complex service issues and negotiate with underwriters and carriers.
- Identify opportunities for cross-sell and up-sell of other HUB products and services.
- Manage and maintain accurate and organized account files, ensuring the accuracy of data and updating all HUB computer systems and automated agency management systems.
- 2-5 years of relevant experience in insurance account management or a related field.
- Strong communication and interpersonal skills, with the ability to effectively present information and respond to questions from groups of managers, clients, and customers.
- Proficiency with Microsoft Office Suite, Outlook, and agency management systems.
- Ability to work independently and as part of a team, with a high level of discretion, autonomy, and decision-making.
HUB International offers a comprehensive benefits package, including health, dental, and vision insurance, 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions for some positions.
We are 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.
