Commercial Lines Account Manager

at  HUB International

WHAT YOU’LL NEED FOR SUCCESS

• RIBO License or ability to obtain in short order
• Typically, 3+ years of Insurance Industry experience in all aspects of Commercial Property and Casualty Insurance required
• Sound knowledge of commercial lines insurance terminology, landscape & insurer portals
• Knowledge of diverse insurance policies and emerging insurance trends
• Experience delivering client-focused solutions based on customer needs
• Professional communication, and strong interpersonal skills
• Self-starter and strong team player able to work within Production and Service teams
• Effective organizational skills and time management
• Working knowledge of Microsoft Office Products (Word and Excel).
• Ability to learn and understand new systems quickly; EPIC fluency is an asset.

ABOUT THE ROLE

HUB International Leamington is seeking a strong Commercial Lines Account Manager on Commercial small business accounts. This role is focused the retention of a diversified book of business, includes servicing commercial business. It is a great hands-on service role.
This role involves interaction with diverse stakeholders including customers, finance, and other Account Managers. This is a great hands-on role for insurance and leadership exposure.

WHAT YOU’LL DO

• Providing responsive and exceptional customized client service to all clients while managing all aspects of an existing book of business
• Work in a team-based structure to retain and grow existing commercial portfolios
• Leveraging existing commercial networks to increase business revenue
• Ensuring retention targets are met; remarketing clients where appropriate
• Prompt response to all customer inquiries by providing effective and efficient customer service to verbal and written inquiries
• Resolving client concerns and complaints while ensuring that Service Excellence Standards are met
• Review exposures, design and recommend suitable insurance programs/solutions for existing and new clients
• Prepare and/or approve marketing submissions, proposals & summaries of insurance
• Negotiate and process renewal business and mid- term changes
• Review and analyze claims and loss control issues and discuss with clients
• Check policies, endorsements and other required and related documentation for accuracy
• Managing abeyances and expiry dates
• Accounts Receivables – assist in collection per Company standards
• Complete all required sales reports and documentation required by the Company