Now Hiring - Hub International Limited - Commercial Lines Account Manager in Santa Barbara, CA

Full description of the position

THE OPPORTUNITY:

We are seeking an experienced Account Manager to support our middle-market, commercial accounts. Our service team plays a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our and other general, account-service functions.

**Can sit out of any HUB CA office, must be on a hybrid schedule**

DUTIES & RESPONSIBILITIES:

• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUBs best practices and standard procedures.
• 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.
• Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for other support staff members.
• Acquires understanding of clients insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Coordinates the implementation of the clients strategic plan. This includes: Performing key value-added services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.; Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.
• 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.
• Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are.
• 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
• 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, proposal and comparisons for management as required.
• 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.
• Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required.
• Supports, mentors, and trains other support staff members.
• Provides a high level of support to Sales staff in obtaining, maintaining, and expanding business.

YOU ARE PERFECT FOR THIS OPPORTUNITY IF YOU:

• Hold a high school diploma/GED (college degree strongly preferred)
• Have at least 5+ years of related commercial lines insurance experience within a brokerage environment
• Are currently licensed in good standing
• Have the confidence and demeanor to effectively interact with all levels within the organization
• Are computer literate - Microsoft Office Suite and Outlook

WE ARE THE PERFECT FIT IF YOU:

• Are seeking a progressive work environment at a rapidly growing organization.
• Have a desire to help others protect their future.
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business.
• Are focused on learning and development to enhance your industry knowledge and expertise.
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business.
• Believe in integrity and building success by developing relationships with others.

The expected salary range for this position is $55,000-$65,000/yr 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 position

Job Type: Permanent

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

License/Certification:

• Property & Casualty License (Required)

Work Location: In person