Account Manager handling complex insurance business for HUB International. Responsible for client advocacy, retention, managing renewals, and maintaining client relationships.
Responsibilities
Service day to day client needs including fielding phone calls, email, and other communication relative 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 to set up and maintain 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.
Requirements
High School or equivalent
P & C Insurance Producer License Required
4+ years insurance industry experience (brokerage preferred) or equivalent combination of education & experience
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