Account Manager

• 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.

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