Commercial Lines Small Business Account Manager

POSITION SUMMARY

The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards.

These duties include but are not limited to :

ESSENTIAL DUTIES & RESPONSIBILITES :

Maintaining relationships with multiple insurance companies / MGA’s to negotiate and obtain quotes, binders and endorsements, managing established book of accounts, negotiating renewals for existing customers, obtaining information and documentation from new & existing clients.

Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise;

maintains timeliness and completeness when interacting with clients, agency and company personnel.

Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages;

maintains ongoing relationships with carrier underwriters.

• Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all coverage’s that were presented to the insured in our proposal.
• Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the company’s relationships with existing clients by executing proactive and ongoing contact initiatives.
• Makes decisions regarding the resolution of all moderate and complex customer service problems : research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
• Independently enters and maintains accounts / policies in EPIC while maintaining a current suspense; reviews insurance policies and endorsements for accuracy;

reviews contracts and special certificate of insurance requests for compliance and response to insured.

• Proactively maintains partnership with the producer by keeping him / her informed of pertinent information regarding the accounts and provides support and assistance for the development of new business.
• Independently communicates subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotes.
• Maintains industry knowledge of developing trends regarding carrier underwriting, appetite and pricing changes. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients.
• Solely responsible for understanding assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.
• Initiates the renewal process and prepares submissions for marketing of accounts.

SKILLS AND ABILITIES REQUIRED :

Technical : Intermediate to advanced-level proficiency with Microsoft Office Products : Excel, Word, Outlook & Adobe. Proficient level with Applied EPIC Agency Management System.

• Solution driven problem solving skills and proven analytical skills
• Must be detail-oriented, with the ability to plan and manage workload
• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
• Demonstrates high level of technical abilities to ensure accuracy in work completed
• Effective, professional verbal and written communication skills
• High level of maturity and stability with an "optimistic" approach
• Team player with a strong work ethic

EXPERIENCE & EDUCATION

• Demonstrated success in overall customer service
• High School diploma; undergraduate degree preferred
• Appropriate insurance agent’s license required
• Professional designation (CPCU / CIC / AIC / CRIS) preferred

Department Account Management & ServiceRequired Experience : 2-5 years of relevant experienceRequired Travel : No Travel RequiredRequired Education : High school or equivalent

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.

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