Sr. Account Manager

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business in the financial field, as our client base are banks and credit unions.

About HUB:

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you’re dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Why Choose HUB?

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

ESSENTIAL DUTIES AND 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 (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for Account Technician support staff
• Provides coverage analysis and risk management recommendations, completing applications, preparing submissions, negotiating coverage and pricing with carriers and preparing proposals according to agency standards.  You may also be called on to resolve issues related to billing, make policy changes, respond to policy coverage related questions in a timely and professional manner, and prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals. As a Senior Account Manager, you will also be expected to provide leadership and mentoring as needed, to colleagues within your team. 
• All Senior Account Managers are expected to participate in continuing education to maintain a P&C license, stay current with all regulations and enhance insurance knowledge.
• Experience in managing assigned accounts through the client life cycle, including the renewal process. 
• Solid coverage, underwriting and risk management knowledge
• Demonstrated leadership skills and ability to mentor others
• Effective oral and written communication and relationship building skills are essential
• Strong analytical and problem-solving skills
• Ability to prepare and facilitate presentations as well as speak to colleagues and clients at all levels.
• High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
• Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently
• These additional qualifications are a plus, but not required to apply:
• Coordinates the implementation of the client’s strategic plan. This includes:
  • Performing key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.
  • Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions

• 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.  May also negotiate with underwriters and carriers.  Troubleshoots claims and billing issues
• 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
• In conjunction with the producer, 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.  Ensures the accuracy of data in those systems
• Travels on company business as required. Prepares reports for management as required.
• Supports, mentors, and trains Account Technician support staff
• Attends industry related continuing education training and courses

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Minimum knowledge, skills, and abilities:

• Requisite insurance license (can be earned on-job)
• High attention to detail is required
• Skills testing may be required
• A high school diploma required; some college preferred
• Experience working with community Bank Bond / D&O / Property and Casualty Insurance programs
• 5+ Years relevant insurance industry experience with 3 of those years focused on Property and Casualty, preferably within a brokerage agency.
• 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)
• Experience with EPIC Agency Management System a plus
• 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 is desired
• Remote availability

Licensing or certification requirements:

• Requisite insurance license

PHYSICAL DEMANDS:

The physical and environmental 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 of the job.

QUALIFICATIONS

To perform this job successfully, the incumbent 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.  These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law.  If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

HUB International Limited is an equal opportunity 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.

E-Verify Program

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