The role of the Account Manager is to lead the customer service function and client segment strategy for a book of business, retain clients and revenue, and grow the book by account rounding and referrals.
Lead the customer service and client segmentation strategy for your book of business
service needs are met proactively
Manage client segmentation for your book of business, reviewed annually
Gain an understanding of client insurance objectives and make recommendations
Analyzes and compares insurance plans to determine suitability
Provide advice to clients on claims as needed
Coordinate with Sales Executives to ensure a smooth onboarding process
Act as liaison between clients and carriers to solve issues
Utilize carrier service centers as necessary
Retain clients and revenue
Lead your clients annual review process and deliver our customer service commitment based on client segmentation
Ability to effectively communicate rate increases in a way that highlights our value
Lead the remarket process with Associate Account Managers as necessary
Notify Channel Leader and Team Lead of at-risk accounts over $1k revenue
Grow book by account rounding and asking for referrals
Develop new business revenue from existing accounts via cross sell and referrals
Contact clients on monoline list and prior year lost business report for opportunities
Prepare and present insurance quotes to clients based on need
Valid Michigan Property / Casualty insurance license
Current with all necessary CE credits in required lines and states
3+ years experience and demonstrated proficiency in insurance account management role
Superior customer service and problem solving skills
Ability to work in a team environment
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and agency management system
Cultural Expectations :
HUB International Limited is an equal opportunity and affirmative action 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.
The EEO is the Law poster and its supplement is available here at .
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