Account Manager

• Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
• Provides a high level of support to Producers in obtaining, maintaining, and expanding business.
• Responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, correspondence, documents, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Makes appropriate recommendations to clients in response to changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
• Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in the assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings when necessary.
• Prepares reports for management as required.

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