Unknown Company

Commercial Lines Senior Account Manager

tulsa, ok • Posted 2 weeks ago
Onsite Full Time General

Commercial Lines Senior Account ManagerThe Commercial Lines Senior Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.Duties and Responsibilities:Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-makingServes as primary point of contact for large or complex clients; often leads client discussions and presentationsSenior Account Managers possess deep technical product knowledge including lines and coverages. Senior Account Managers may help develop client strategy with Account Executives and Producers or independentlyProvides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectationsProvides a high level of support to Producers in obtaining, maintaining, and expanding business. The Senior Account Manager should own and grow relationships with key clientsMay also be responsible for account rounding and in accordance with standard practices, policies, and proceduresWorks closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker StandardsOversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accountsAcquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clientsMakes appropriate recommendations to clients in response to those changes.

Anticipates issues and proactively resolves complex problems, often without direct supervisionActs as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriersTroubleshoots billing issuesResponsible for overall retention of accounts in assigned book of businessOrganizes and leads client meetings when necessaryAppropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systemsPrepares reports for management as requiredOversees functions performed by Account Administrators and Account Managers as required.Supports, mentors, and trains Account Administrators and Account Managers, as necessary.Attends industry related continuing education training and courses.Performs other duties and projects as assigned.Key Competencies:Teamwork – Supports everyone's efforts to succeed.Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.Quality Management – Demonstrates attention to detail.Project Management – Ability to lead a team and adhere to deadlinesQualification Requirements:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Experience and EducationAt least 5 years of experience in an Account Manager role in brokerage environment requiredLarge Commercial Account experience requiredBachelor's degree preferredHigh school diploma or equivalent requiredP&C License required or able to obtain within 120 days from hireAdvanced professional designation preferred (e.g. AAI, ARM, CIC, CPCU)Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.Other Requirements:Must hold a valid Driver's LicenseDependable transportation/ability to work in an office environmentPublic Speaking/Language Skills:Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.

Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.Bilingual in English and Spanish a plus.Math Skills:Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.Reasoning Ability:Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.Computer Skills:To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.About UsHUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.Join the HUB team!

Commercial Lines Senior Account Manager in tulsa at Unknown Company

This position is listed as full time and onsite.

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