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HUB International · 4 months ago

Senior Account Manager and Team Lead - Commercial Lines

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$125K/yr - $150K/yr

7+ years exp

HUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions to clients. As a Senior Commercial Account Manager and Team Lead, you will manage a significant book of business, ensuring high-quality service and supporting your team in expanding business opportunities.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Manage a book of business generally $1,000,000 in revenue, depending on the complexity or number of accounts

Provide quality customer service to existing accounts with a goal of 93% retention or more

Collaborate within a team that includes Sales Executives, Sr. Account Managers, Account Managers and Associate Account Managers

Mentor, support, and train Account Managers, Associate Account Managers and Team Assistants, as necessary

Ensure accurate maintenance of client information in EPIC

Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve

Leads client meetings (including renewal meetings), independent from producer or manager as needed

Accountable to administrative tasks including, but not limited to:

Annual Stewardship Reports

Renewal Process- from pre-renewal to proposal preparation to binding of coverages

Loss Summary reviews

Account System Maintenance

Billing questions

Marketing lines of coverage as needed

Special projects and all other duties, as assigned

Develop coverage comparisons to be used in proposals

Responsible for full account life cycle including the renewal process, quoting, proposal, binding and policy distribution

Determine what is needed for placement of new accounts or the renewal of existing accounts

Discuss renewal intentions with the appropriate underwriters

Attend or host client strategy meetings, both internal and external

Prepare for and lead discussions during Critical Path meetings

Manage the renewal or placement process, which includes leading the coordination between local, regional, and national specialty units

Set target pricing, either independently or with the Account Executive or Producer

Answer underwriting questions and negotiate terms and pricing with markets

Coordinate loss control visits/surveys

Complete coverage comparisons, identify recommended coverages, and fill those gaps

Finalize and present proposals independently, or alongside the Account Executive or Producer

Facilitate binding of coverage

Final review of policy checking

Conduct contract reviews as needed

Resolve client coverage inquiries

Manage account documentation including ERM 14 forms

Send documentation to insured and follow up to ensure it was received and submitted to the carrier

Performs other duties and projects as assigned

Qualification

Insurance Account ManagementCustomer ServiceTeam LeadershipMicrosoft OfficeAutomated Agency Management SystemsProfessional Designation AAIProfessional Designation ARMProfessional Designation CICOral CommunicationWritten CommunicationProblem-SolvingAttention to DetailTeam Collaboration

Required

At least 7 years of experience and demonstrated proficiency in an insurance Account Management role in required lines, with 3 of those years in a supervisory, project leader, or team leader role with direct reports

Excellent oral and written English 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 systems

Ability to work in a team environment

High level attention to detail is essential

Ability to work a regular, full-time work schedule at HUB's facility(s) and ability to travel on business when required

Currently licensed in good standing in required lines and states

Current with all necessary CE credits in required lines and states

Bachelor's degree (4-year degree)