Account Manager II, Commercial Lines

Hub International Insurance

Lake Oswego, Washington

JOB DETAILS
SKILLS
Best Practices, Billing, Brokerage, Calculators, Communication Skills, Computer Skills, Contract Negotiation, Copying Machines, Customer Relations, Customer Relationship Management (CRM), Customer Retention/Renewal, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Develop and Maintain Customers, E Programming Language, Entrepreneurship, Epic Systems, Establish Priorities, Federal Laws and Regulations, File Maintenance, High School Diploma, Insurance, Insurance Sales, Marketing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Negotiation Skills, Office Equipment, Physical Demands, Policy Development, Presentation/Verbal Skills, Pricing, Printers, Problem Solving Skills, Property and Casualty Insurance, Record Keeping, Regulations, Resolve Customer Issues, Sales Management, State Laws and Regulations, Team Player, Time Management, Underwriting, Willing to Travel, Writing Skills
LOCATION
Lake Oswego, Washington
POSTED
15 days ago

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY:

The Account Manager II manages a more complex or specialized book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Account Manager IIs are responsible for following our best practices and broker standards.

DUTIES & RESPONSIBILITIES:

  • Service day-to-day client needs including, fielding phone calls, email, and other communication related to coverage questions, policy changes, payments, cancellations, etc.

  • Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing

  • Review quote documents to ensure all insurance requirements are included in quote proposal

  • Manage client relationship ensuring satisfaction

  • Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate

  • Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters

  • Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders

  • Responsible for setting up and maintaining electronic records

  • Use best practices and internal broker standards for service and maintenance of client files and information

  • Training and collaboration with team members to share and educate on coverage, exposures and client knowledge

  • Other duties as assigned..

QUALIFICATIONS:

  • Property & Causality License

  • High School Diploma / GED

  • Proficient in Word, Excel, Outlook, and internet utilization

  • Applied EPIC Agency Management System experience preferred but not required

  • 4 or more years insurance brokerage experience or property casualty insurance experience in account management role preferred

KNOWLEDGE / SKILLS / ABILITIES:

  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.

  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

  • Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.

  • Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

  • Desire to learn and grow within the insurance industry.

  • Confidence and demeanor to effectively interact with all levels within the organization.

  • Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.

  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.

  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

  • Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

WORKING CONDITIONS AND PHYSICAL DEMANDS:

  • This position primarily involves remaining in a stationary position for the majority of the workday.

  • The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

Throughout our network of more than 450 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 provide 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 evolves 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.

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. The EEO is the Law poster and its supplement is available here at  http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or 

USRecruiting@hubinternational.com

. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $35-42/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  Apply online today!

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team 

HUBRecruiting@hubinternational.com

. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

About the Company

H

Hub International Insurance