Oversee service and strategy of assigned book of 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
Develop a deep understanding of client insurance objectives and provide thoughtful analysis and comparison of coverage terms and conditions.
Troubleshoot, identify issues, and resolve 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
Cultivate and manage underwriting and carrier relationships to strategically support client needs.
Requirements
5+ years of Commercial Lines Insurance experience within an agency
A current Property/Casualty Insurance License is required
Excellent oral and written communication skills
Proven ability to identify issues, deliver proactive customer service, and resolve problems independently without 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.