Overview: 

Responsible for servicing assigned commercial lines accounts, with a focus on marine insurance accounts with designated Producer.  Account rounding and development of new business as appropriate and in accordance with the practices, policies, and procedures of the Company. 

 

Responsibilities: 

Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.

Develop and maintain relationships with clients to ensure that all service needs are met.

Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.

Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.

Prepare client proposals based on client’s needs, rates and coverages. 

Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.

Maintain the accuracy of data in the agency management system.

May handle collections of premiums due.

Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.

Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.

Other responsibilities as assigned by Manager. 

 

Qualifications: 

Five years' experience in commercial insurance.

Thorough knowledge of commercial lines coverages and markets.

Producer's license.

Experience with Microsoft Office products.

Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

Ability to work independently and in a collaborative team.

Strong attention to detail.

Customer focused. 

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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