Director of Account Management - Chicago, United States - HUB International

Mark Lane

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Mark Lane

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Description

About Specialty Program Group:
Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker).

SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies).


Summary of the Role:

A pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to more effectively service their own clients. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.


We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport.

We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.


We believe that our team members know what work location will enable them to do their best work in serving our customers.

As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace.

We are looking for a Digital Manager to join our firm.

The Manager will be responsible for the ongoing book management of commercial clients, retention of new and renewal clients, and maintaining a partnership with carriers to support business development activities while upholding high service standards and managing a team of individuals.

This position is remote and can be located anywhere in the US.


These duties include but are not limited to:
Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc.

Cross selling products to potential customers

Managing established book of accounts

Negotiating renewals for existing customers

Obtaining information and documentation from new and existing clients

Processing endorsements for client's and issuing certificates

Resolving customer issues and point of contact for any client complaint escalations

Supervision of Account Managers through management of their established book of accounts

Training Account Managers on Coverages, Carrier rating, account growth, retention, customer service and team policies and procedures

Scheduling and facilitating 1/1's, quarterly Behavioral meetings and the annual review process with your team


Improving Team retention numbers and new business through:
Innovative recommendations of new ideas for improved customer experience

Strategic thinker of ways to increase retention numbers and new business

Owner of renewals for their Account Managers to improve retention

Ability to work independently and be the first line of support for Account Managers

Essential Functions and Responsibilities;
Approved State Licenses needed

Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients


Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers.

Makes decisions regarding the resolution of all moderate and complex customer service problems for the assigned

Account Management Team:
research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.

Researches and resolves accounting discrepancies for assigned Account Management Team.

Responsible for spearheading assigned Account Management Team book rolls: facilitating, implementing and data tracking.


Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all of the coverage that was presented to the insured.


Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.

Researches and maintains industry knowledge of developing trends regarding carrier underwriting, appetite and pricing changes. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients.


Solely responsible for having an understanding of assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.

Supervise and work with the Account Managers to ensure that Client needs have been completed and retention has b

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