Account Manager, Community Business Unit

Primary Role:   The  Commercial   Lines CBU (Community Business Unit) Account Manager works collaboratively with the   Senior Account Manager and   Producer (if there is one) 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 for 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-making   Manages complex, high-volume accounts, and leads client communications    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   May also   be responsible for   account rounding and   in accordance with   standard practices, policies, and procedures   Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards   Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts   Acquires   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 clients   Makes   appropriate recommendations   to clients in response to those changes . Influences renewals and some upsell opportunities    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 billing issues   Responsible for overall retention of accounts in assigned book of business   Organizes client meetings when necessary   Appropriately 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 systems   Prepares reports for management as   required   Oversees functions performed by Account Administrators as   required   Supports, mentors, and trains Account Administrators, as necessary   Attends industry related continuing education training and courses   Performs other duties and projects as assigned   Key Competencies:   To perform the job successfully, an individual should   demonstrate   the following 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 deadlines   Qualification 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 Education    At least   3   years of experience in an Account Manager role   in brokerage   environment   required   Commercial Account experience   required   Bachelor’s degree preferred   High school diploma or equivalent required    P&C License required or able to obtain within   120 days   from hire    Advanced 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 License   Dependable transportation   Communication/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 Ex