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 Risk Consultants 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 Risk Consultants 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 andpares insurance plans to determine suitability.
Stays abreast of changes in the insurance industry and other external conditions that may impact their clients
- Makes appropriate rmendations to clients in response to those changes
- Acts as liaison between clients and insurance carriers to resolve escalatedplex 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 HUBputer 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.
- Attends industry related continuing education training and courses.
- Performs other duties and projects as assigned.
Keypetencies :
To perform the job successfully, an individual should demonstrate the followingpetencies :
- Team Work - Supports all organizational departments in a collaborative effort for everyone to succeed.
- Writtenmunication - 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 and contribute team and adhere to deadlines
Qualification Requirements :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.
Reasonable amodations may be made to enable individuals with disabilities to perform the essential functions.
Experience and Education
- At least 3 years of experience in an Account Manager / Account Administrator role in insurance environment.
- High School Diploma
- Bachelor's degree preferred but not required
- P&C License required or able to obtain within 120 days from hire
- Advanced professional designation preferred or in progress ( CISR, AAI, ARM, CIC, CPCU)
Physical Requirements :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable amodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear.
The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and / or move up to 25 pounds.
Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.
Other Requirements :
Must hold a valid Driver's License
Dependable transportation
Public Speaking / Language Skills :
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
Bilingual in English and Spanish a big plus.
Math Skills :
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers,mon fractions, and decimals.
Reasoning Ability :
- Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point;
follow guidelines on working in BMS (EPIC) for premium efficiency with your team.
About Us
HUB International is a recognized global leader dedicated to helping individuals and
panies navigate risk and manage theplexities of insurance.
Ranked 5th among the World's Largest Brokers by Business Insurance
1. Ranked 5th as a Top Global Broker by Best's Review
Join the HUB team!
Apply today!
Department Account Management & Service
Required Experience : 2-5 years of relevant experience
Required Travel : Negligible
Required 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 / / dol / ofccp / regspliance / posters / .
EEOAA Policy
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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 assistancepleting the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.
This contact information is for amodation requests only; do not use this contact information to inquire about the status of applications. Job ID R0024903