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Senior Account Manager
Hub International Ltd
Grand Rapids, MI, United States
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Manages an assigned book of business while acting with a high degree of independent discretion, autonomy and decision making. Provides professional, courteous service to our clients, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations (93%).
Act as an extension of the producer to enhance and develop client relationships.
Models leadership skills including mentoring, coaching and training of account team.
Role Expectations:
• Provide quality customer service to existing accounts as referenced in the Roles, Responsibilities and Skills Chart (attached).
• Manage, organize and conduct client meetings
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Manages a book of business generally in excess of $900,000 depending on complexity or number of accounts.
• Analyze coverage and identify gaps for potential account rounding opportunities and to prevent errors and omission issues.
• Develop and Implement Client Service Plans in partnership with Sales and other channel resources.
• Ability to independently recognize and resolve complex issues with carriers and clients including overall communication of results to team.
Cultural Expectations
• Demonstrates honesty, integrity and ethics, keeping your word, does the right thing every time.
• Demonstrates respect, positive attitude and an environment free of triangulation and judging others.
• Seeks continuous learning, teaching and striving to get better every day.
• Sees the uniqueness and unlimited potential of each individual; recognizes that everybody matters.
• Demonstrates collaboration, team work and a place where great ideas can happen.
Core Competencies
• Advanced skill level with Microsoft Office Products (Outlook, Word, Excel etc.)
• Ability to delegate to account team, set priorities and project manage with appropriate follow-up.
• Proven ability to take ownership of role expectations with accountability to internal and external clients.
• Advanced insurance knowledge with continuous learning while staying current with changes in industry and regulatory environments.
• Advanced verbal and written communication skills
• Ability to utilize creativity and strategic thinking when problem solving.
Qualifications
• BA or BS degree preferred
• A Life & Health insurance license
• At least 7 years of experience servicing large Employee Benefit accounts
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite and PowerPoint programs
• High energy, detail-oriented self-starter
• Strong leadership, mentoring, and team-building skills
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Willingness to travel