Senior Account Manager

HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions.

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to maintain a client base.   The individual will provide professional, courteous account management and broker services to assigned clients, having the primary responsibility for account retention.   The Senior Account Manager will work alongside a Producer to service and maintain existing accounts while uncovering opportunities for increasing business. 

Pivotal to your success will be your ability to develop relationships with clients from the start, discovering their goals and challenges.  Your activities also will include:

• In conjunction with our Sales Executives and Service Team, you will maintain a book of business while assisting with the processing of client and prospects needs

• Participate in the bid process which involves, initiating requests for quotes, compiling correspondence related to quotes, follow-up on requests for quotes and compile spreadsheets as bids are received

• Participate in the proposal process which involves, preparing written proposals from bids received from carriers, field questions from clients and carriers, maintain professional correspondence and attend meetings with clients as necessary.

• Manage the internal control and handling of clientele.  Participate in the servicing of accounts.

• Pursue a program for personal and professional development

• Perform other duties and projects as assigned, including general clerical support

Qualifications

• A Life & Health insurance license with prior Employee Benefits experience required

• Knowledge of Word, Excel, and MS Outlook

• A high school diploma with some college preferred  

• Above average telephone techniques and the ability to effectively communicate with prospective and existing clients as well as, other staff members 

• Ability and willingness to utilize company’s computer system and software required. Good typing skills with an ability to compose clear and concise letters required

• Ability to understand policy forms and coverage descriptions required

• Organizational skills required

• Willingness to attend educational classes desired

• High attention to detail essential