Commercial Lines Account Manager

The Commercial Lines Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.

Duties and Responsibilities:

Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making

Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

Provides a high level of support to Producers in obtaining, maintaining, and expanding business

May also be responsible for account rounding and in accordance with standard practices, policies, and procedures

Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards

Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients

Makes appropriate recommendations to clients in response to those changes

Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers

Troubleshoots billing issues

Responsible for overall retention of accounts in assigned book of business

Organizes client meetings when necessary

Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary. Ensures the accuracy of data in those systems

Prepares reports for management as required

Oversees functions performed by Account Administrators as required

Supports, mentors, and trains Account Administrators, as necessary

General Lines P & C License required

Attends industry related continuing education training and courses

Performs other duties and projects as assigned

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

Teamwork - Supports everyone's efforts to succeed

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

Quality Management - Demonstrates attention to detail.

Project Management - Ability to lead a team and adhere to deadlines

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

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