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About the Role

Manages an insurance book of business, providing professional service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. Manages complex risks and exposures, acting with a high degree of independent discretion and decision-making. Supports Producers and other staff in obtaining, maintaining, and expanding business.

Responsibilities

• Assist Account Service Team in the Commercial Lines Department with account management functions.
• Perform general support functions to maintain active insurance policies.
• Collaborate with Producers and HUB personnel on client service, marketing, and renewals, adhering to best practices.
• Provide professional, courteous service to clients and partners to achieve high account retention.
• Oversee and perform transaction preparation, paperwork, and internal processing for assigned accounts, including acting as backup for support staff.
• Understand client insurance objectives and critically analyze and compare insurance plans for suitability.
• Coordinate the implementation of client strategic plans.
• Perform key value-added services including Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews, Market Analysis, Stewardship Reports, and Deductible Analysis.
• Coordinate value-added services provided by Risk Services and Claims Management Divisions.
• Act as liaison between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment.
• Negotiate with underwriters and carriers when needed.
• Troubleshoot claims and billing issues.
• Identify opportunities for cross-sell and up-sell of other HUB products and services.
• Document other insurance products and services clients purchase through other providers.
• May be responsible for account rounding and new business development.
• Manage, organize, and conduct client meetings, either independently or with a producer.
• Maintain accurate and organized account files by documenting conversations with clients and carrier representatives.
• Update all HUB computer systems and automated agency management systems, ensuring data accuracy.
• Prepare reports, proposals, and comparisons for management as required.
• Seek continued knowledge and stay abreast of changes in the insurance industry and external conditions impacting clients.
• Make appropriate recommendations to clients in response to industry changes.
• Attend industry-related continuing education training and courses.
• Oversee functions performed by less experienced Account Managers and Assistant Account Managers.
• Support, mentor, and train other support staff members.
• Provide high-level support to Sales staff in obtaining, maintaining, and expanding business.
• Perform other duties and projects as assigned.

Requirements

• High School Diploma / GED
• 5+ years account management experience (brokerage preferred) or equivalent combination of education and experience
• Property & Causality License

Skills

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
• Effective and professional oral and written communication with internal and external customers.
• Efficient information gathering, analysis, and problem-solving.
• Ability to prioritize and organize multiple tasks for timely and accurate completion.
• Ability to respond to customer needs, solicit feedback, and handle difficult or emotional customer situations promptly and accurately.
• Proficiency with Microsoft Office Suite and Outlook.
• Critical thinking: ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions.
• Desire to learn and grow within the insurance industry.

Work Type

• Full-time

Experience Level

• 5+ years of account management experience
• 5-7 years of relevant experience

Education Level

• High School Diploma / GED

Salary/Compensations

• $75,000 - $125,000

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• FSA
• HSA
• 401(k) accounts
• Paid-time-off benefits
• Eligible bonuses
• Equity
• Commissions for some positions

About the Company

• HUB advises businesses and individuals on how to prepare for the unexpected.
• As one of the world's largest insurance brokers, HUB provides peace of mind through unrelenting advocacy and tailored insurance solutions.
• HUB's growing team of professionals across North America represents entrepreneurs and leaders recognized for their excellence in the insurance community.
• Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker.
• HUB provides property and casualty, life and health, employee benefits, investment, and risk management products and services.
• HUB's vast network of specialists in offices throughout North America protects clients through unrelenting advocacy and tailored insurance solutions.
• For more information, visit hubinternational.com.

Equal Opportunity

• HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
• The EEO is the Law poster and its supplement is available at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
• EEOAA Policy
• E-Verify Program
• HUB endeavors to make its website accessible to all users. For accessibility assistance or help with the application process, contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com (for accommodation requests only).
• HUB welcomes all candidates, including veterans and disabled individuals, and is proud of its diverse employee population.
• For accessibility assistance or help with the application process, contact the recruiting team at HUBRecruiting@hubinternational.com (for accommodation requests only).