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Senior Account Manager
1 month ago
We are a leading insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices.
Our structure enables our teams to maintain their own unique, regional culture.
Job SummaryWe are currently looking for a Senior Account Manager to join our team.
The ideal candidate will have five years' experience in commercial insurance, thorough knowledge of commercial lines coverages and markets, and a Producer's license.
The Senior Account Manager will be responsible for servicing assigned accounts with designated Producers, developing and maintaining relationships with clients, and contributing to meeting departmental production goals.
Key Responsibilities- Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
- Develop and maintain relationships with clients to ensure that all service needs are met.
- Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
- Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
- Prepare client proposals based on client's needs, rates and coverages.
- Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
- Maintain the accuracy of data in the agency management system.
- May handle collections of premiums due.
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
- Five years' experience in commercial insurance.
- Thorough knowledge of commercial lines coverages and markets.
- Producer's license.
- Experience with Microsoft Office products.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
- Ability to work independently and in a collaborative team.
- Strong attention to detail.
- Customer focused.
Account Management & Service
Required Experience5-7 years of relevant experience
Required TravelUp to 25%
Required EducationHigh 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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