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About the Role

The Account Manager II manages a book of insurance business, providing professional service to clients and carrier representatives. This role involves managing complex risks and exposures with a high degree of independent discretion and decision-making, while also supporting Producers and other staff in business development.

Responsibilities

• Manages a book of insurance business.
• Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.
• Manages complex risk and exposures with a high degree of independent discretion, autonomy, and decision-making.
• Supports Producers and other support staff in obtaining, maintaining, and expanding business.
• Performs general support functions to keep insurance policies in-force and active.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal.
• Oversees and performs preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
• Acts as Back-up for other support staff members.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans.
• Coordinates the implementation of the client’s strategic plan, including value-added services like Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews, Market Analysis, Stewardship Reports, and Deductible Analysis.
• Coordinates value-added services provided by Risk Services and Claims Management Divisions.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues.
• Negotiates with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Identifies opportunities for cross-sell and up-sell of other HUB products and services.
• Documents other insurance products and services clients are purchasing through other providers.
• Manages, organizes, and conducts client meetings.
• Maintains accurate and organized account files by documenting conversations and updating HUB computer systems.
• Prepares reports, proposals, and comparisons for management.
• Seeks continued knowledge of the insurance industry and external conditions impacting clients.
• Makes appropriate recommendations to clients in response to industry changes.
• Attends industry-related continuing education training and courses.
• Oversees functions performed by less experienced Account Managers and Assistant Account Managers.
• Supports, mentors, and trains other support staff members.
• Provides a high level of support to Sales staff.
• Performs other duties and projects as assigned.

Requirements

• 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience.
• Property & Causality License.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Ability to prioritize and organize multiple tasks and responsibilities.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Proficiency with Microsoft Office Suite and Outlook.
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Must be able to communicate and exchange accurate information.
• Occasionally move about inside the office to access file cabinets, office machinery, etc.

Skills

• Account Management
• Client Service
• Risk Management
• Insurance Policy Interpretation
• Negotiation
• Problem-Solving
• Communication (Oral and Written)
• Organization
• Time Management
• Customer Service
• Microsoft Office Suite
• Outlook
• Critical Thinking
• Mentoring
• Training

Location

• Remote

Work Type

• Full-time

Experience Level

• 5+ years

Education Level

• High School Diploma / GED

Salary/Compensations

• $80,000 - $90,000k

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• FSA accounts
• HSA accounts
• 401(k) accounts
• Paid-time-off benefits
• Eligible bonuses
• Eligible equity
• Eligible commissions

About the Company

• In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.
• As one of the worlds' largest insurance brokers, HUB's focus is dedicated to providing customers with peace of mind through unrelenting advocacy and tailored insurance solutions.
• HUB's growing team of professionals across North America represents a broad, deep, and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

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 here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
• EEOAA Policy
• E-Verify Program
• We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.