Relationship Manager at Enumerate managing client requests and ensuring timely customer service. Acting as a liaison between clients and internal teams to deliver exceptional support.
About the role
- Commercial Lines Account Manager managing a book of insurance business at HUB International. Providing professional service and support to clients, ensuring account retention and development.
Responsibilities
- The Commercial Lines Account Manager 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.
- Makes decisions on books of insurance business for which the incumbent is responsible.
- 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.
- Oversees the preparation and implementation of all transactions, correspondence, documents, and internal processing for assigned accounts.
- 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 the 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.
- 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.
- Attends industry related continuing education training and courses.
- Performs other duties and projects as assigned.
Requirements
- At least 3 years of applicable insurance/agency experience
- Exceptional written and verbal communication skills
- Superior customer service and problem-solving skills.
- Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook)
- Detail-oriented self-starter
- Ability to work in a team environment.
- Significant skill in handling competing demands and projects.
- Excellent organizational skills and ability to prioritize and delegate responsibility.
Benefits
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance because that’s important for all of us!
- Focus on creating a meaningful environment through employee engagement events.
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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