SUMMARY 

The Account Manager II will provide professional, courteous service to our clients, producers, and company personnel.  With a positive attitude, the AM will provide a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts.  Working alongside the Producers, the AM shall be responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.  

Issues related to policy processing, maintenance of client data on the Epic agency management system, routine changes (e.g., adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AMII.  

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to manage the needs of the producer and the clients.  

JOB RESPONSIBILITIES 

• Manages a book of insurance business, while acting with the necessary level 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 our Sales staff 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. 

• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. Negotiate with underwriters and carriers. Troubleshoots claims and billing issues. 

• Responsible for overall retention of accounts in 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. 

• Produce binders, certificates, endorsements, and other related items while verifying their accuracy. 

• Maintain controls on renewals and binders to ensure timely preparation and processing. 

• Prepare summaries of insurance, schedules, and proposals as needed for account review. 

• Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer. 

• Assist Producers in the premium collection process and handle accounting issues. 

• Refers current and prospective clients to other departments for solicitation of those lines of business. 

• Assist clients with claims when necessary. 

• Adhere to all Agency systems, procedures, and state regulations. 

• Assist the Producer with the implementation of the client’s strategic plan. This includes: 

• Assisting with 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. 

• Assist with the value-added services being provided by our Risk Services and Claims Management Divisions 

• Work with producer to understand the clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.  Stay 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. 

• Assists the producer in managing, organizing, and conducting 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. 

• Supports and helps develop less experienced CSA staff. 

• Attends industry related continuing education training and courses. 

QUALIFICATIONS 

• Three (3) years in experience in commercial lines with insurance company or agency 

• A high school diploma required; some college preferred; college degree desired. 

• Property and Casualty Insurance License 

• Good telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members. 

• Proficient with Microsoft Office Suite (Word, Excel, Outlook) 

• Ability to understand policy forms and coverage descriptions. 

• Proven mathematical skills. 

• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. 

• Ability to work in a positive team environment. 

• Strong typing skills with an ability to compose clear and concise letters. 

• Organizational skills required. 

• Willingness to attend educational classes desired. 

• High attention to detail essential 

LI-#MM