Account Manager

The Account Manager plays a critical role in ensuring clients receive the support they need to effectively manage their insurance policies, servicing and retaining small business commercial lines insurance clients, and building and maintaining strong relationships with clients and insurance carrier partners.

Requirements

• Maintain a book of commercial accounts
• Coordinate the processing of all commercial lines new and renewal business
• Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients
• Prepare quotations and prepare new client proposals
• Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue
• Review all new policies for accuracy
• Process endorsements and renewals through communication/interfacing with clients and companies
• Process invoices and credits for agency billed business
• Process cancellations according to procedure manual
• Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
• Improve/refine professional skills through continuing education
• Maintain account files in accordance with established procedures
• Gather underwriting, pricing, and supporting data for preparation of submission
• Generate applicable reports
• Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
• Assist in training other employees

Benefits

• Medical/dental/vision/life insurance
• 401k matching program
• Health Savings Account funding
• Voluntary insurance options
• Generous time-off policies
• Work/life balance