HUB International · 2 days ago

Account Manager, Commercial Lines

Westlake Village, CA

Full-time

Onsite

Mid, Senior Level

$65K/yr - $90K/yr

5+ years exp

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Hiring Manager

Lizzy Wanamaker

Insider Connection @HUB International

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.

Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues.

Oversees the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.

Acquires understanding of clients’ insurance objectives and critically analyzes insurance plans to determine suitability.

Coordinates the implementation of the client’s strategic plan by providing key value-added services.

Acts as a liaison between clients and insurance carriers to resolve service issues and negotiate with underwriters.

Identifies opportunities for cross-sell and up-sell of other HUB products and services.

Manages, organizes, and conducts client meetings independently or with the producer.

Maintains accurate and organized account files, prepares reports, proposals, and comparisons for management.

Seeks continued knowledge of the insurance industry, makes appropriate recommendations to clients, and attends industry-related training.

Oversees functions performed by less experienced Account Managers and supports, mentors, and trains other support staff members.

Provides high-level support to Sales staff in obtaining, maintaining, and expanding business.

Qualification

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Commercial insurance experienceBrokerage environmentInsurance licenseComputer literacyMicrosoft OfficeOutlookConfident demeanorInterpersonal skills