Business Development and Account Manager

About the Role

HUB International is seeking a highly skilled Commercial Insurance Associate Account Manager to join our team in South Portland.

This role involves servicing an assigned book of commercial business while mentoring under and assisting Account Managers and Producers with the workflow and servicing of multi-line accounts.

The ideal candidate will be responsible for coordinating account handling and servicing, working with Assistant Account Managers to grow and develop delegation skills, participating in additional trainings as directed by Manager, and processing certificate of insurance requests.

Main Tasks

• Coordinate the handling and servicing of assigned accounts and provide support to assigned Account Managers and Producers.
• Work with one or more Assistant Account Managers to grow and develop delegation skills.
• Participate in additional trainings as directed by Manager.
• Create and/or maintain coverage proposals, Schedules of Insurance, and Statement of Values.
• Process certificate of insurance requests. Work with account team and lenders to make sure certificates are issued in accordance with financing agreements.
• Process premium financing quotations.
• Request and follow up with insurance carriers on policy changes/endorsements as directed by the Account Manager or Producer.
• Review policies and endorsements for accuracy and draft transmittal letters or e-mails as requested.
• Renew and maintain policies within agency management system, and update system with requested changes in coverage or exposure.
• Invoice premium transactions as directed.
• Obtain and provide loss reports from insurance carriers as requested.
• Handle correspondence and the clerical processing of accounts including applications, transactional file maintenance and agency management system input of each account.
• Other responsibilities as assigned by Manager.

Requirements

• Related experience with commercial insurance.
• P&C Producer's license.
• Experience with Microsoft Office products.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent