This job has expired, please see additional jobs below
Account Manager
Hub International Ltd
Chicago, IL, United States
Job Details - this job has expired, please see similar jobs below
Job 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
• Handles account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients; makes appropriate recommendations to clients in response to those changes independent of manager approval
• Provides service and cross-sells account products for clients in the high net worth marketplace
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve; may also negotiate with underwriters and carriers
• Troubleshoots claims and billing issues
• Responsible for overall retention of accounts in assigned book of business
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals; identifies and follows-up on cross-selling opportunities when appropriate
• Manages, organizes, and conducts client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary; ensures the accuracy of data in those systems
• Prepares reports for management as required
• Attends industry related continuing education training and courses
Qualifications
• At least 3 years of experience and demonstrated proficiency in an insurance Account Management role
• Agency experience is required
• Experience working in the high net worth marketplace
• High School diploma or equivalent required, though college degree preferred
• Currently licensed in good standing in required lines and states
• Current with all necessary CE credits in required lines and states
• Excellent written and verbal communications skills
• Superior customer service and problem-solving skills
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)
• Ability to work in a team environment
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required