Revenue Customer Success Manager driving retention, growth, and long - term value for customer accounts. Building relationships and aligning platform to customer business objectives.
About the role
- Account Manager managing a book of insurance business while supporting clients and producers. Responsible for service, marketing, renewal, and retention in the insurance sector.
Responsibilities
- Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners
- Supports Producers and/or Account Executives in obtaining, maintaining, and expanding business
- Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures
- Provides professional, courteous service to clients, resulting in a rate of account retention that meets or exceeds expectations
- Prepares and implements 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
- Seeks continued knowledge and 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; Attends industry related continuing education training and courses
- Acts as liaison between clients and insurance carriers to resolve service issues
- May also negotiate with underwriters and carriers
- Troubleshoots claims and billing issues
- Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the client’s needs
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
- Prepares reports, proposals and comparisons for management as required
- May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
- In conjunction with the producer or independently, manages, organizes, and conducts client meetings
- Performs other duties and projects as assigned.
Requirements
- High School Diploma / GED
- 2-5 years insurance industry experience (brokerage preferred) or equivalent combination of education & experience
- Property & Casualty License
- 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.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
- equity and commissions for some positions
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