As a Commercial Lines Account Manager in our Boise, Idaho office of HUB International Mountain States Limited, you are responsible for servicing commercial lines insurance clients, rounding out accounts, and retaining existing accounts. Additionally, you are responsible for generating new business through marketing programs, existing accounts, and employee benefits producer referrals..
Maintain excellent customer relations.
Coordinate the processing of all commercia lines new and renewal business.
Work with producers to maintain synergy with Hub International corporate goals, our carrier requirements, and the needs of our clients.
Solicit expiration dates and additional coverages from prospects and clients.
Prepare quotations. Preparation of new client proposals.
Complete new business applications. Upload applications using the appropriate company automation system and see through to policy issue.
Review all new policies for accuracy.
Process endorsements and renewals through communication/interfacing with clients and companies.
Process invoices and credits for agency billed business.
Process cancellations according to procedure manual.
Pursue professional studies and maintain familiarity with trends in the industry and new insurance products.
Improve/refine sales techniques through continuing education.
Maintain account files in accordance with established procedures.
Gather underwriting, pricing, and supporting data for preparation of submission.
Generate applicable reports.
Establish and maintain good working relationships with company sales representatives, service centers, underwriting, and claim representatives.
Assist in training other employees.
Must hold current Property/Casualty license or be willing to sit for exam within 90 days of hire date.
3-5 years experience in company or agency underwriting. Brokerage experience preferred.
Understand and analyze insurance coverages, forms, and policies.
Above average math skills and ability to rate insurance policies.
Strong written, oral, and phone communication skills.
Organize, set, and maintain priorities.
Work with normal amount of supervision.
Basic knowledge/experience with an agency management system.
Work normally scheduled hours and additional time as needed.
Working to obtain a CIC/CISR designation.
Basic knowledge of Microsoft Office and agency-rating software.
Computer literacy required.
Hub International is an insurance broker that operates more than 340 offices in a decentralized regional hub-and-satellite-office structure....