Account Manager, ProEx

at  HUB International

KEY ACTIVITIES:

Collaborates effectively with team to service all aspects of ProEx accounts
Participates in Critical Path where necessary
Attends client meetings
Collect data from the client, create an expert submission to be presented, identify coverage gaps and offering coverage solutions, negotiate suitable rates and coverages with company underwriters, present client proposal and bind coverage.
Prepares proposals, cover notes, customer correspondence, certificates, and invoices as per agency standards
Processes all documentation according to HUB workflows
Certificates of Insurance
Cover notes
Summaries and Proposals
New Business, Renewals and Endorsements
Premium Finance contracts
Invoicing
Attaches all documentation into EPIC
Manages and collects Account Receivables
Attends and actively participates in industry and company events/meetings
Updates CORE and lost business tracker for reporting
Maintains accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange and physical files as per agency standards
Advises Client of provincial and international tax and licensing implications (client encouraged to seek professional accounting advice)
Has oversight over the entire New Business and Renewal Process and is ultimately responsible for protecting HUB from E&O
Be proactive in the claims process and work with claims team and clients to facilitate a smooth claim
Other duties and responsibilities as assigned
Skills, Characteristics & Qualifications
Passion for client service
High attention to detail
Strong work ethic
Collaborative and works well both independently and in a team environment
Strong communication skills (both written and verbal)
General commercial knowledge is an asset with a desire to specialize
5+ years of Commercial Insurance experience
Proven experience in sales process and account management
Level 2 General Insurance License
Recognized industry certification preferred (CAIB, CIP, CRM, BCIT Risk Management, etc)
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you’re at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com

Maintain existing book of business that is largely D&O and E&O related
Provide highest standard of client service
Handle marketing and placement of accounts/works closely with underwriters to make placements
Communicate with clients and provide advice that aligns with their needs
Be flexible to the needs of each client
Remain up-to-date on all current coverage available
Be proactive in foreseeing and meeting the needs of each client
Recognize and actively pursue new business opportunities
Attend and actively participate in industry and company events/meetings and actively build your network
Conduct market research on prospects
Remain current on business issues pertaining to prospects
Follow up on leads
Generate new business revenue by selling insurance coverage to client
Identifies areas for cross-sell/upsell where possible
Meets and/or exceeds monthly budgeted targets
Continue professional development in order to enhance skills and abilities
Other duties and responsibilities as assigned