Account Manager

Description:

Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.

Provides 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 expectations.

Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for other support staff members.

Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.

Coordinates the implementation of the client’s strategic plan. This includes: Performing key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.; Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.

Acts 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 carriers. Troubleshoots claims and billing issues.