HUB International

Client Manager, Commercial Lines

HUB International

full-time

Posted on:

Origin:  • 🇺🇸 United States • Ohio

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Job Level

Mid-LevelSenior

About the role

  • Manage assigned commercial lines property & casualty accounts (larger commercial and industrial construction clients) to ensure profitability and retention
  • Develop and maintain proactive communications with clients and HUB associates (producers, Client Specialists, claims & administrative professionals)
  • Attend and participate in carrier and client meetings
  • Take primary responsibility for policy expiration management and client renewal processes
  • Own the renewal marketing process and develop marketing strategy for assigned renewal business
  • Perform periodic coverage and risk reviews and contract reviews for construction clients
  • Review bid specifications and complete contract reviews for construction clients
  • Support Advisors through marketing new prospective clients and liaise with carrier underwriters
  • Complete policy application details for newly bound policies into Epic
  • Handle communications and correspondences from HUB associates, clients and carriers
  • Agency billing including new business, renewal, and endorsement invoicing
  • Assist with claim reporting and follow up as needed
  • Support and adhere to agency goals and objectives
  • Perform other duties as assigned by Commercial Lines Manager

Requirements

  • Four years progressively responsible experience in an independent commercial lines insurance agency required OR similar years of related work experience dealing directly with commercial insurance coverages
  • Prior experience managing client accounts in the commercial construction space is highly desired
  • Possess state insurance licensure as required by the Ohio State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in the state of Ohio OR be willing/able to obtain required licensure within the first 90 days of employment
  • Professional designations such as CISR, MLIS, CRIS, CIC, ARM, CRM, and CPCU are preferred
  • College degree preferred. High school diploma or equivalent is required
  • Knowledge of commercial insurance and products
  • Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
  • Existing knowledge of Applied Epic is preferred
  • Required Experience: 5-7 years of relevant experience
  • Required Travel: Negligible