Account Manager

Description:

Duties and Responsibilities:

• Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy and decision-making
• Provides professional, courteous service to our clients, carrier representatives, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
• Provides a high level of support to Producer in obtaining, maintaining and expanding business
• Works closely with Producer and other HUB personnel on all aspects of client service, marketing and renewal while adhering to HUB Broker Standards
• File formation/review of client enrollment file to be uploaded to carrier sites
• Assist in design and implantation of sales/marketing tools with Strategic Resource Coordinator
• Communicate with clients regarding claims issues/questions regarding insurance (domestic and international)
• Assist in creating client presentations
• Troubleshoots billing issues
• Responsible for overall retention of accounts in assigned book of business
• Organizes client meetings when necessary
• Prepares reports for management as required.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.