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Account Manager
Hub International Ltd
Holland, MI, United States
Job Details - this job has expired, please see similar jobs below
The role of the Account Manager is to lead the customer service function and client segment strategy for a book of business, retain clients and revenue, and grow the book by account rounding and referrals.
Job Responsibilities
• Lead the customer service and client segmentation strategy for your book of business
◦ service needs are met proactively
◦ Manage client segmentation for your book of business, reviewed annually
◦ Gain an understanding of client insurance objectives and make recommendations
◦ Analyzes and compares insurance plans to determine suitability
◦ Provide advice to clients on claims as needed
◦ Coordinate with Sales Executives to ensure a smooth onboarding process
◦ Act as liaison between clients and carriers to solve issues
◦ Utilize carrier service centers as necessary
• Retain clients and revenue
◦ Lead your clients annual review process and deliver our customer service commitment based on client segmentation
◦ Ability to effectively communicate rate increases in a way that highlights our value
◦ Lead the remarket process with Associate Account Managers as necessary
◦ Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue
• Grow book by account rounding and asking for referrals
◦ Develop new business revenue from existing accounts via cross sell and referrals
◦ Contact clients on monoline list and prior year lost business report for opportunities
◦ Prepare and present insurance quotes to clients based on need
Job Requirements
• Valid Michigan Property/Casualty insurance license
• Current with all necessary CE credits in required lines and states
• 3+ years experience and demonstrated proficiency in insurance account management role
• Superior customer service and problem solving skills
• Ability to work in a team environment
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system
Cultural Expectations:
• Determination – Unsatisfied until we are the best. We go the extra mile for clients and colleagues
• Ownership – Responsible to each other, our clients and our goals
• Teamwork – Together we attain greater success
• Sincerity – Direct and caring communication