Enterprise Customer Success Manager
Litify
Personal Lines Account Manager
HUB International
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead the customer service function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals. Reduce E&O exposure. Job Responsibilities Lead the customer service and client segmentation strategy for your book Develop and maintain relationships with target market clients to ensure that service needs are met proactively Manage client segmentation for your book of business, reviewed annually Gain an understanding of client insurance objectives and make recommendations Analyzes and compares insurance plans to determine suitability Provide advice to clients on claims as needed Coordinate with Sales Executives to ensure a smooth onboarding process Act as liaison between clients and carriers to solve issues Utilize carrier service centers as necessary Retain clients and revenue Lead your clients annual review process and deliver our customer service commitment based on client segmentation Ability to effectively communicate rate increases in a way that highlights our value Lead the remarket process with Associate Account Managers as necessary Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue Grow book by account rounding and asking for referrals Develop new business revenue from existing accounts via cross sell and referrals Contact clients on monoline list and prior year lost business report for opportunities Prepare and present insurance quotes to clients based on need Reduce E&O exposure Responsible for ensuring all appropriate documentation in Epic Has an understanding of Michigan Essential Insurance Act and other regulatory requirements
Requirements
- Valid Michigan Property/Casualty insurance license Current with all necessary CE credits in required lines and states 3+ years’ experience and demonstrated proficiency in insurance account management role Superior customer service and problem-solving skills Ability to work in a team environment Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system
