Account Manager, Commercial Lines at HUB International | San Diego, CA

HUB International

Account Manager, Commercial Lines

San Diego, CA (Unknown)

Salary Not AvailableMid Level2+ years expFull time

Posted 6 weeks ago

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Job Summary

Own client service and account management for insureds, balancing renewals, cross-sell opportunities, and carrier liaison with focus on retention, accuracy, and compliance.

Account management and service: Own the servicing cycle from paperwork to renewals and keep data accurate.
Needs analysis and recommendations: Align plans with client objectives and surface cross-sell opportunities across HUB products.
Carrier liaison: Resolve issues with carriers, negotiate when needed, and stay current on industry changes.

Job Description

Responsibilities:

Account Management & Service: 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.
Client Relations & Retention: 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.
Administrative Processing: Prepares and implements all transactions, paperwork, and internal processing for assigned accounts.
Needs Analysis: Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
Industry Awareness: Seeks continued knowledge and 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; Attends industry related continuing education training and courses.
Carrier Liaison & Issue Resolution: Acts as liaison between clients and insurance carriers to resolve service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
Cross-sell & Documentation: 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.
Record Keeping: Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
Reporting & Proposals: Prepares reports, proposal and comparisons for management as required.
Business Development: May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

HUB International

Hi, we’re HUB.We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow.About Hub InternationalHeadquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Founded in 1998

Chicago, Illinois, USA

16K employees (682 in marketing)

www.hubinternational.com