Oversee service and strategy of assigned book of construction accounts
Maintain HUB professional service standards as required and ensure team compliance
Maintain appropriate professional licensing and continuing education
Pursue professional development opportunities
Appropriately document conversations with clients and carrier personnel and update all HUB computer systems and agency management system, ensuring accuracy of data in those systems
Maintain familiarity with industry trends and new insurance products
Be responsible for the quality of HUB client deliverables, i.e. policy analysis, loss analysis, risk profile analysis
Collaborate with producer(s) and practice leader as required to maximize account management results
Review client insurance related contracts as necessary
Travel on company business as necessary
Prepare management reports as necessary
Acquire understanding of client insurance objectives and critically analyze and compare insurance terms and conditions
Trouble shoot, issue spot, and problem solve matters between the client and the insurance company independent of manager approval
Manage and hold periodic client meetings such as a Stewardship or Pre-Renewal meeting
Develop new and expanded business opportunities
Manage underwriting and carrier relationships to the benefit of your clients
Requirements
7+ years of Commercial Lines Insurance experience within an agency
Current Property/Casualty Insurance License
Four year college degree preferred
Excellent oral and written communication skills
Ability to issue spot, provide proactive customer service, and demonstrated problem solving skills independent of manager involvement
Ability to teach and mentor team members
Ability to prioritize and multitask
Proficiency with computer systems, including but not limited to Microsoft Office and automated Agency Management Systems
Ability to work in a collaborative team environment
Demonstrated high-level attention to detail
Available for business travel as necessary
Advanced professional designation(s) are highly desirable
Benefits
Medical/dental/vision/life insurance
401k matching program
Health Savings Account funding
Voluntary insurance options
Generous time-off policies
Work/life balance
Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
communication skillsteam collaborationmentoringprioritizationmultitaskingattention to detailproactive servicetroubleshootingclient relationship managementstrategic thinking
Certifications
Property/Casualty Insurance Licenseadvanced professional designation