Transportation Account Manager

About HUB:

HUB International is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. At HUB, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

Summary:

We are looking for a Transportation Account Manager to join our growing team! As the Account Manager, your primarily focuses will be servicing and maintaining existing accounts within our Transportation department. Additionally, you may be expected to upsell clients on additional lines where possible.

In this role, you will:

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

Provide 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

Provide a high level of support to Producers/Sales Executives in obtaining, maintaining, and expanding business

Be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

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

Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability.

Stay abreast of changes in the insurance industry and other external conditions that may impact their clients. Make appropriate recommendations to clients in response to those changes independent of manager approval

Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve.

Negotiate with underwriters and carriers

Troubleshoot claims and billing issues

Be responsible for overall retention of accounts in assigned book of business

Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals

Identify and follow-up on cross-selling opportunities when appropriate

Manage, organize, and conduct client meetings when necessary

Appropriately document conversations with clients and carrier representatives and update EPIC agency management system.

Ensure the accuracy of data in those systems

Travel on company business as required

Prepare reports for management as required

Support, mentor, and train other team members as needed

Attend industry related continuing education training and courses

What you offer us:

Current applicable Property & Casualty Insurance License

A high school diploma required; some college preferred

Strong written and oral communication skills

Proficiency with MS Office

Ability and willingness to utilize EPIC and other software

Ability to understand policy forms and coverage descriptions

Strong organizational skills and high attention to detail

Ability to work in fast-paced, multi-tasking environment

Willingness to attend educational classes

Ability to understand policy forms and coverage descriptions

What we offer you:

A rewarding job that helps local businesses in the community

Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)

A work/life balance because that’s important for all of us

Learn from the expertise of your coworkers

Growth- HUB is growing, and so can your career

Be part of a motivated team

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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