Account Manager, Commercial Lines

Found in: Talent US C2 - 2 weeks ago

Tulsa, United States Hub International Full time

About Us:

HUB International is a top 5 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 475 offices across the United States, Canada and Puerto Rico with almost 13,000 employees.

Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

SUMMARY

The Account Manager (AM) will provide professional, courteous, and knowable account management and brokerage services to assigned clients, having the primary responsibility for account retention and satisfaction. Working alongside Producers and Account Executives (aka “Client Executives / Sales”) as assigned, the AM shall be principally responsible for overseeing management of assigned accounts, servicing and maintain existing accounts while uncovering opportunities for increasing business. The Account Manager needs to exhibit a desire and willingness to support the client and the Producer. A can do and team motivated attitude is vital to the long term success.

The AM will interface with a service team directly for assigned accounts, involving assigned individuals appropriately in service related activities in support of clients. Issues related to policy processing, maintenance of client data on the EPIC agency management system, routine changes (e.g. adding a new vehicle to the policy), and other transactional or clerical work fall mostly within the domain of the AM and assigned service team.

JOB RESPONSIBILITIES

Working alongside and cooperatively with Producers and AEs, and to serve as the HUB consultant to the client. The Producer has primary responsibility for client relationship management and initiating new sales. Ensure Producers or AEs, are fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship. Establish and maintain strong and productive professional relationships with “C-Level” and other decision makers for assigned HUB clients. Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages, and appropriate/available risk management/control solutions. Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients. Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines, and marketing of emergent and renewal coverage requests. Work cooperatively and professionally with colleagues to deliver HUB services as described above, using the interface as an opportunity to teach, train, and mentor team members. Provide input and feedback to the Commercial Lines Client Services Manager as to the performance of staff on assigned accounts. Ensure that all client service needs are promptly and professionally delivered, either directly by the AM or via HUB colleagues (e.g.Service Team, Central Processing, Small Business Unit, Risk Control, etc.). The AM is accountable for the competence, timeliness, and quality of all deliverables to the client. Includes acting as Back-up for CSA support staff. Conduct annual review with clients making coverage and loss control recommendations focused on reducing the clients total cost of risk. Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs, initiating same. At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are. Work with the Producer or AE, or be responsible for maintaining current receivable status for assigned clients. Proactive efforts to collect receivables more than 30 days past-due should be undertaken, with each unresolved circumstance documented and reported to accounting. Possess a mastery of the various HUB resources and tools that are available via “HUB Today,” employing same to best serve assigned clients and work with Producers and AEs. Be knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations. Coordinates the implementation of the client’s strategic plan. This includes: Performing key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc. Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client’s office or virtually. Be actively involved with professional and/or civic associations on behalf of HUB. This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.

QUALIFICATIONS

BA or BS degree preferred Active P&C insurance license or must obtain within 120 days of employment Three (3) years’ experience in Commercial Insurance An entrepreneurial spirit Significant customer service centric experience and willingness to exceed expectations Exceptional written and verbal communication skills Proficiency with Microsoft Office Suite, PowerPoint programs, virtual meeting tools, and CRM programs Significant skill in handling competing demands and projects Excellent organizational skills and ability to prioritize and delegate responsibility

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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