Establish and build customer and carrier relationships
Review contracts and agreements for insurance coverage compliance and addresses coverage issues
Provides support in identifying client insurance needs, gaps in coverage and loss exposure
Recommends appropriate insurance coverage, binds coverage, manages timely production and delivery of renewal policies
Critically analyze and compare insurance plans to determine suitability
Negotiates terms, pricing, and conditions with carriers
Prepare and maintain accurate summaries of insurance, schedules, and proposals
Serve as a liaison between clients and carriers to resolve service issues and policy interpretation
Collaborate with Producers in policy review and delivery, meets with clients occasionally and identify ways to improve client service
Contacts clients regarding outstanding receivables; invoices clients; reviews and accurately maintains accounting history

5+ years of experience and demonstrated proficiency in an Insurance Account Management role in required lines.
Brokerage experience is preferred
Excellent customer service, analytical, problem solving and conflict resolution skills
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Ability to work a regular, full-time work schedule at HUB’s facility(s) and willingness to travel on business when required
Supervisory, project leader, mentor or team leader experience preferred
High School Diploma or equivalent required; College degree preferred
Currently licensed in good standing in required lines and states with all necessary CE credits
Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)

Account Manager II – Commercial Lines

Key skills