Employee Relations Manager driving wellness objectives and KPIs at BBVA. Leading wellness proposals and maintaining employee retention mechanisms in Peru.
About the role
- Senior Account Manager servicing high-net-worth accounts in the Personal Lines team at HUB International. Manage insurance business, provide client service, and develop new business opportunities.
Responsibilities
- Manage a book of insurance business while acting with a high degree of independent discretion
- Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
- Be responsible for account rounding and the development of new business as appropriate
- Make major decisions independent of manager approval
- Oversee the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts
- Acquire understanding of clients’ insurance objectives
- Stay abreast of changes in the insurance industry and recommend clients accordingly
- Act as a liaison between clients and insurance carriers to resolve escalated complex service issues
- May negotiate with underwriters and carriers
- Troubleshoot claims and billing issues
- Responsible for overall retention of accounts and contribute to departmental production goals
- Manage, organize, and conduct client meetings when necessary
- Document conversations with clients and update all HUB computer systems as necessary
- Travel on company business as required
- Prepare reports for management as required
- Mentor and support Account Managers as needed
- Attend industry related continuing education training
Requirements
- 3-7 years of experience and demonstrated proficiency in insurance account management
- Agency experience is preferred
- Preferably prior experience with high net worth accounts
- High School diploma or equivalent required
- Currently licensed in good standing in required lines and states
- Current with all necessary CE credits in required lines and states
- Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)
- Excellent written and verbal communications skills
- Superior customer service and problem-solving skills
- Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)
- Ability to work in a team environment
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding
- Voluntary insurance options
- Generous time-off policies
- Work/life balance
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