About the role
- Service and market assigned Commercial Lines insurance accounts with a focus on the healthcare industry, with or without a designated Producer.
- Evaluate and recommend appropriate insurance coverage and limits to clients and prepare client proposals based on needs, rates and coverages.
- Develop and maintain relationships with clients to ensure that all service needs are met.
- Contribute to departmental production growth by assisting Producers with new business as requested and account rounding/development.
- Gather information from clients and prepare submissions to insurance carriers or quote online for new and/or renewal coverage.
- Work with Assistant Account Managers and other team members to effectively delegate and manage work.
- Utilize HUB’s Broker Management System (BMS - EPIC) to manage client account data and follow established office protocols and document management.
- Stay informed of industry changes and trends and participate in additional trainings as needed.
- Conduct business demonstrating understanding of business and earnings implications for the Company.
Requirements
- Experience and knowledge of Commercial Lines coverage and markets, including Workers Compensation, Property, Commercial Auto and General Liability.
- Experience with healthcare accounts.
- Medical Malpractice and other Professional Liability insurance coverage a plus.
- Property & Casualty Producer’s license.
- Experience with Microsoft Office products including Excel, PowerPoint, Word.
- Experience with remote meeting platforms such as Teams and Zoom.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
- Department Account Management & Service Required Experience: 5-7 years of relevant experience.
- Required Travel: Negligible.
- Required Education: High school or equivalent.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Commercial Lines coverageWorkers CompensationProperty insuranceCommercial AutoGeneral LiabilityMedical Malpractice insuranceProfessional Liability insuranceAccount ManagementClient proposalsDocument management
Soft skills
organizational skillsinterpersonal skillscommunication skillsteamworkrelationship management
Certifications
Property & Casualty Producer’s license