HUB International

Account Manager

• Lead the customer service function and client segment strategy for your book, retain clients and revenue, grow book by account rounding and asking for referrals.
• Reduce E&O exposure.
• Develop and maintain relationships with target market clients to ensure that service needs are met proactively
• Manage client segmentation for your book of business, reviewed annually
• Gain an understanding of client insurance objectives and make recommendations
• Analyzes and compares insurance plans to determine suitability
• Provide advice to clients on claims as needed
• Coordinate with Sales Executives to ensure a smooth onboarding process
• Act as liaison between clients and carriers to solve issues
• Utilize carrier service centers as necessary
• Retain clients and revenue
• Lead clients annual review process and deliver our customer service commitment based on client segmentation
• Ability to effectively communicate rate increases in a way that highlights our value
• Lead the remarket process with Associate Account Managers as necessary
• Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue
• Grow book by account rounding and asking for referrals
• Develop new business revenue from existing accounts via cross sell and referrals
• Contact clients on monoline list and prior year lost business report for opportunities
• Prepare and present insurance quotes to clients based on need
• Responsible for ensuring all appropriate documentation in Epic
• Understands Michigan Essential Insurance Act and other regulatory requirements

Personal Lines Account Manager

Account Executive

• The Employee Benefits Account Executive manages assigned book of business
• Develops client relationships and delivers to grow and retain clients
• Ensures HUB’s clients have the support, tools and resources needed to effectively manage their health and welfare programs
• Acts as liaison between the administrator of the employer group and the insurance carriers
• Establishes and maintains strong business relationships with clients and insurance carriers
• Ensures all services are implemented according to established project plans and all client deliverables meet quality standards
• Gathers data and prepare/conduct presentations (Renewal/OE/Post Renewal Debrief)
• Leads resolution of escalated complex service issues between clients and insurance carriers

Account Executive, Employee Benefits

Producer

• Initiating new business and building strong client relationships
• Providing consultative risk management solutions
• Maintaining a profitable book of business through new business generation
• Identifying and cultivating new client relationships through networking and referrals
• Conducting consultative sales presentations and delivering customized insurance solutions
• Collaborating with internal teams to ensure client satisfaction
• Monitoring market trends and competitor activity

Personal Lines Account Manager

Account Executive, Employee Benefits

Vice President, Producer, Employee Benefits