HUB International

Commercial Lines Account Manager

HUB International

full-time

Posted on:

Location Type: Hybrid

Location: Columbia • North Carolina • South Carolina • United States

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About the role

  • The Commercial Lines 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.
  • May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
  • Makes decisions on books of insurance business for which the incumbent is responsible.
  • 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.
  • Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
  • Makes appropriate recommendations to clients in response to those 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.
  • May also negotiate with underwriters and carriers.
  • 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.
  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
  • Ensures the accuracy of data in those systems.
  • Travels on company business as required.
  • Prepares reports for management as required.
  • Attends industry related continuing education training and courses.
  • Performs other duties and projects as assigned.

Requirements

  • At least 3 years of applicable insurance/agency experience
  • Exceptional written and verbal communication skills
  • Superior customer service and problem-solving skills.
  • Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
  • Detail-oriented self-starter
  • Ability to work in a team environment.
  • Significant skill in handling competing demands and projects.
  • Excellent organizational skills and ability to prioritize and delegate responsibility.
Benefits
  • Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance because that’s important for all of us!
  • Focus on creating a meaningful environment through employee engagement events.
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
  • Growth potential - HUB is constantly growing and so can your career!
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
insurance business managementaccount retentionaccount roundingpolicy interpretationclaims troubleshootingbilling issue resolutioncross-sellingdata accuracyreport preparationnegotiation
Soft Skills
written communicationverbal communicationcustomer serviceproblem-solvingdetail-orientedteamworkorganizational skillsprioritizationdelegationindependent decision-making