Commercial Insurance Account Manager
Acrisure
Account Manager II, Commercial Lines
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Ventura • California • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $85,000 per year
Job Level
JuniorMid-Level
About the role
- Manage a book of commercial insurance business and provide professional, courteous service to clients, carriers, underwriters, business partners, and HUB colleagues
- Work closely with Producers and HUB personnel on client service, marketing, and renewals following HUB best practices
- Prepare and implement transactions, paperwork, and internal processing for assigned accounts; act as backup for other support staff
- Acquire understanding of clients’ insurance objectives and analyze/compare insurance plans for suitability; coordinate implementation of client strategic plans
- Perform value-added services including Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews, Market Analysis, Stewardship Reports, Deductible Analysis
- Act as liaison to resolve escalated complex service issues and negotiate with underwriters/carriers when needed
- Troubleshoot claims and billing issues and document client account activities in HUB systems
- Identify opportunities for cross-sell and up-sell, support account rounding and new business development as appropriate
- Support, mentor, and train less experienced Account Managers and Assistant Account Managers
- Prepare reports, proposals and comparisons; seek continued industry knowledge and attend continuing education
Requirements
- High School Diploma / GED
- 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience
- Property & Causality License
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
- Proficiency with Microsoft Office Suite, Outlook and agency management systems
- Critical Thinking and Problem Solving abilities
- Desire to learn and grow within the insurance industry
- Confidence and demeanor to effectively interact with all levels within the organization
- Ability to develop and maintain strong client relationships and work with insurance and service vendors
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
- Ability to prioritize and organize multiple tasks and responsibilities
- Ability to effectively work with a team and coach others in developing their skills
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses, equity and commissions for some positions
- continuous opportunities for growth and development
- industry related continuing education training and courses
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementinsurance analysisrisk assessmentcontract reviewclaims reviewmarket analysisdeductible analysiscross-sellingup-sellingfinancial calculations
Soft skills
communicationpresentationcritical thinkingproblem solvingrelationship buildingteamworkmentoringorganizationprioritizationcustomer service
Certifications
High School DiplomaGEDProperty & Casualty License
