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Account Manager

Company: HUB International
Location: Grand Rapids
Posted on: January 7, 2021

Job Description:


Lead the customer service function and client segment strategy for your book Retain clients and revenue Grow book by account rounding and asking for referrals Ability to handle $300k revenue or 1,000 clients Reduce E&O exposure

Job Responsibilities

Lead the customer service and client segmentation strategy for your book

Develop and maintain relationships with target market clients to ensure that 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

Ability to handle a book consisting of $300k revenue or 1,000 clients

Utilizes available carrier and internal resources so time can be focused on interactions with target market clients

Reduce E&O exposure

Responsible for ensuring all appropriate documentation in Epic

Has an understanding of Michigan Essential Insurance Act and other regulatory requirements

Job Requirements

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

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

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 .

EEOAA Policy at

E-Verify Program at

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hi, we're HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit

Keywords: HUB International, Grand Rapids , Account Manager, Executive , Grand Rapids, Michigan

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