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Commercial Lines Account Manager - Small Business

5HQ Hub International Florida, a Division of Hub International Midwest Limited
Tallahassee, FL
Full-time

ABOUT HUB INTERNATIONAL :

HUB International Limited ( HUB ) 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.

With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU :

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer :

  • Competitive salaries and benefits offeringsMedical / dental / vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work / life balance, because that’s important for all of us!
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
  • Growth potential - HUB is constantly growing and so can your career!
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives

SUMMARY :

The Select Commercial Account Manager is responsible for assisting Producers and other Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to :

  • Quoting
  • Applications
  • Invoicing
  • Policies
  • Certificates of Insurance & Evidence of Property Insurance
  • Endorsements
  • Proposals for Renewal Accounts
  • Change Requests
  • Audits
  • Annual Review Preparation
  • Cancellations
  • Prepares quotes, invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required
  • Reviews and processes change requests in the agency management system
  • Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
  • Provides quality customer service to clients, team members, and carriers
  • Reviews policies and endorsements for completeness and accuracy
  • Prepares policies for delivery to clients
  • Communicates with company personnel regarding the client’s needs and / or issues
  • Maintains an accurate suspense system on all items that require a response
  • Responds to customer inquiries
  • Orders Marshall Swift and other insurance underwriting reports
  • Input / maintain data on account management system and ancillary systems as required
  • Other reasonable duties as assigned by your supervisor

WORK EXPERIENCE REQUIREMENTS :

  • At least three years of demonstrated proficiency in Select business account management required
  • Exceptional customer service skills
  • Excellent organizational, interpersonal, communication skills
  • Proven ability of working in a successful team environment
  • Strong data entry skills
  • Ability to exercise independent judgment
  • Proficient in Microsoft Word, Excel, Outlook, and internet utilization
  • EPIC Agency Management System experience preferred but not required

Licensing or Certification Requirements :

  • FL 2-20 P&C License
  • Current with all necessary CE credits in required lines and states
  • Professional designation highly desirable (CIC, AAI, ARM)

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.

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.

This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

30+ days ago
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