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Senior Account Manager- Commercial Lines - Tucson, United States - HUB International
Description
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
Provides a high level of support to Producers in obtaining, maintaining, and expanding business
May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
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
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve.
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.
Travels on company business as required. Prepares reports for management as required.
Supports, mentors, and trains lower level Account Managers and Assistant Account Managers, as necessary
Attends industry related continuing education training and courses
QUALIFICATIONS
Minimum of seven (7) years of experience in commercial lines with insurance company/agency. Broker experience preferred
Requisite insurance license
A high school diploma required; some college preferred
Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Ability and willingness to utilize company's computer system and software
Strong typing skills with an ability to compose clear and concise letters
Ability to understand policy forms and coverage descriptions
Organizational skills required
Willingness to attend educational classes desired
High attention to detail essential
Department Account Management & Service
Required Experience: 7-10 years of relevant experience
Required Travel:
No Travel Required
Required Education:
High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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Hi, we're HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
Headquartered 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