Account Manager, Commercial Lines

Primary Role:   The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business.   Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier   relationships   and understanding client needs. Serves as   day to day   contact and provides resolution for client questions and issues.   Duties and Responsibilities:   Manages a book of insurance business,   routine client requests, and some moderately complex client accounts independently   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   Provides   a high level   of support to   Producers , Senior Account   Managers   and/or Account Executive s   in obtaining,   maintaining , and expanding business , can resolve common issues with limited guidance    May also   be responsible for   account rounding and   in accordance with   standard practices, policies, and procedures   Works closely with   Producers   and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards   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 . Understands with to escalate complex issues    Makes   appropriate recommendations   to clients in response to those changes   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 billing issues   Responsible for overall retention of accounts in assigned book of business   Organizes   and attends   client meetings when necessary   Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management   system   when necessary .    Ensures the accuracy of data in those systems   Prepares reports for management as   required   Oversees functions performed by Account Administrators as   required   Supports, mentors, and trains Account Administrators   and   new staff ,   as necessary   Attends industry related continuing education training and courses   Performs other duties and projects as assigned   Key Competencies:   To perform the job successfully, an individual should   demonstrate   the following competencies:   Teamwork   – Supports all organizational departments in a collaborative effort for everyone to succeed .       Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.     Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.    Quality Management – Demonstrates attention to detail.    Project Management – Ability to lead and contribute team and adhere to deadlines   Qualification Requirements:   To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability   required . Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Experience and Education    At least 3 years of experience in an Account Manager/Account Administrator role in   insurance   environment.   High school diploma or equivalent required    Bachelor’s degree preferred but not   required   P&C License required or able to obtain within   60   days   from hire    Advanced professional designation preferred or in progress ( e.g.    CISR, AAI, ARM,   CIC,  CPCU )   Physical Requirements:   The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee   is regularly required to   talk or hear. The employee is   frequently   required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel   required   by car to meet with clients and other outside events.   O t her Requirements:   Must hold a valid Driver’s License   Dependable transportation   and ability to work in office environment    Public Speaking/Language Skills:   Ability to read and interpret documents such as safety rules,   operating   and maintenance instructions, and procedure manuals. Ability to   write   routine reports and correspondence. Ability to speak   effectively   customers and teammates.    Bilingual in English and Spanish a big plus.    Math Skills:   Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.    Reasoning Ability:   Ability to define problems,