Responsibilities
- Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.
- 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.
- Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
Includes acting as Back-up for other support staff members.
- Acquires understanding of clients' insurance objectives and critically analyzes andpares insurance plans to determine suitability.
- Coordinates the implementation of the client's strategic plan. This includes : Performing key "value-added" services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.
Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.
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 claims and billing issues.
Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients' needs.
Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
- May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
- In conjunction with the producer or independently, manages, organizes, and conducts client meetings
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives;
updates all HUBputer systems and automated agency management systems; ensures the accuracy of data.
- Prepares reports, proposal andparisons for management as required.
- Seeks continued knowledge and 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; Attends industry related continuing education training and courses.
- Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required.
- Supports, mentors, and trains other support staff members.
- Provides a high level of support to Sales staff in obtaining, maintaining, and expanding business.
WHAT YOU BRING TO THE TABLE :
You are perfect for this opportunity if you
- hold a high school diploma / GED (college degree strongly preferred)
- have at least 5+ years of relatedmercial lines insurance experience within a brokerage environment
- are currently licensed in good standing
- have the confidence and demeanor to effectively interact with all levels within the organization
- areputer literate - Microsoft Office Suite and Outlook
Disclosure required under applicable municipal regulations in NY and NJ, as well as the law in Colorado, California and Washington states : The expected salary range for this position is $65,000-$90,000 / yr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
HUB International is proud to offerprehensive benefit and totalpensation packages which could include health / dental / vision / life / disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity andmissions for some position
LI-RS1 #LI-LW1
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Department Account Management & Service
Required Experience : 2-5 years of relevant experience
Required Travel : No Travel Required
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.
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This contact information is for amodation requests only; do not use this contact information to inquire about the status of applications. Job ID R0024326