Account Manager

About Us :

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Job Summary :

The Account Manager performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

Job Duties : New Business :

• Pre-qualifies own new business according to agency standards.
• Assists clients with making coverage changes in an automated environment supported by transactional filing; determines if delayed or advanced billing is appropriate and invoices; accordingly, uses each contact with the client as an opportunity to review the whole account and sell additional coverage.
• Informs and educates clients about policy coverages, changes, exclusion, and insurance coverage needs.
• Provides technical support to producer(s) to benefit clients and to reach agency's strategic business goals.
• Prepares proposals and completes application in coordination with producer(s); submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.
• Explains to clients' needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy.

Retention :

Marketing :

Qualifications :

#LI-KP1

Department Account Management & Service

Required Experience : 1-2 years of relevant experience

Required Travel : No Travel Required

Required Education : High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race / ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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