Insurance Account Manager

4 weeks ago

Winter Park, Florida, United States HUB International Full time
About HUB International

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 over 14,000 employees in 500+ offices throughout North America, HUB has grown substantially, driven by our industry-leading success in Mergers and Acquisitions.

What We Offer

At HUB, we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement, empowering our people to make the best decisions for our customers and organization. We offer:

* Competitive salaries and benefits packages

* Medical, dental, and vision insurance, as well as voluntary insurance options

* Health Savings Account funding

* 401k matching program

* Company-paid Life and Short-Term Disability Plans

* Supplemental Life and Long-Term Disability Options

* Comprehensive Wellness Program

* Generous PTO package, including vacation, holiday, sick, and personal time off

* Great work-life balance, because that's important for all of us

* Opportunities to create a meaningful environment through employee engagement events

* The chance to be part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry

* Growth potential - HUB is constantly growing, and so can your career

* A rewarding career that helps local businesses in the community

* Strong community support and involvement through HUB Gives

Job Summary

The Account Executive manages an assigned book of business, comprised of key and high-revenue-producing accounts. This role leads the overall service, recommendations, and implementation of a book of insurance business and is responsible for business development and sales with new and existing clients.

Essential Duties and Responsibilities

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

* Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible.

* 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.

* Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.

* Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. 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 independent of manager approval.

* 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.

* Responsible for overall retention of accounts in assigned book of business.

* Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.

* Manages, organizes, and conducts client meetings when necessary.

* Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.

* Travels on company business as required.

* Prepares reports for management as required.

* Oversees functions performed by lower-level Account Managers and Assistant Account Managers as required.

* Supports, mentors, and trains lower-level Account Managers and Assistant Account Managers, as necessary.

* Attends industry-related continuing education training and courses.

* Performs other duties and projects as assigned.

Requirements

* At least 5 years of experience and demonstrated proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred.

* Excellent oral and written English communications skills.

* Superior customer service and problem-solving skills.

* Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.

* Ability to work in a team environment.

* Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required.

* Some supervisory, project leader, or team leader experience preferred.

FL 215 Life and Health License Required

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

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.

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