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Commercial Account Manager, Small Business Unit

Company: Hub International
Location: Mobile
Posted on: March 23, 2020

Job Description:

SunIRef:Event001 Commercial Account Manager, Small Business Unit HUB International 351 reviews - Mobile, AL 36670 HUB International 351 reviews Read what people are saying about working here. Small Business Unit Account Manager Job Description Reports to: Commercial Lines Supervisor/Branch Manager FSLA Classification: Exempt Position Summary: The SBU Account Manager is responsible for the day-to-day oversight and servicing of specific accounts to meet a clients' insurance needs. This position requires direct interaction with clients, Producers (if applicable), Marketing Department, insurance companies, finance companies and various departments within the HUB organization. P & C License is required. EPIC Knowledge helpful. Job Responsibilities include, but are not limited to: Gathering information from insured for new business or for updating renewals Expiration/Timeline Coordination Market new and renewal business Enter New Business in EPIC Update Renewal Applications in EPIC according to procedure Compile Loss Summary Complete supplemental applications Compile information and obtain OCP, Builders' Risk, and Flood Quotes (New Business) Review New Business and Renewal quotes Prepare premium comparisons Prepare Proposals Bind coverage with carrier Prepare all forms to be signed Set up EPIC suspense for follow up on all processes, including policy receipt and delivery Complete 'New/Renewal Procedures' checklist Review applications in system for accuracy Review policies for accuracy using the 'Policy Checklist' Review contracts for insurance requirements and certificates Troubleshoot problems with audits, accounts receivables, processing, coverage issues, etc. Prepare New/Renewal certificate of insurance for issuance Invoice all New/Renewal Agency Bill transactions as per guidelines Invoice all other Agency Bill transactions as per guidelines Back up to other SBU AM's not in office as directed by Supervisor Attend monthly AM meetings THIS DESCRIPTION IS NOT INTENDED TO BE A COMPLETE STATEMENT OF JOB CONTENT, BUT IS A GUIDE TO THE ESSENTIAL FUNCTIONS PERFORMED. REVISIONS TO THE JOB DUTIES CAN BE MADE BY MANAGEMENT AT ANY TIME TO MEET THE NEEDS OF THE ORGANIZATION. Small Business Unit Account Manager Job Description Reports to: Commercial Lines Supervisor/Branch Manager FSLA Classification: Exempt Position Summary: The SBU Account Manager is responsible for the day-to-day oversight and servicing of specific accounts to meet a clients' insurance needs. This position requires direct interaction with clients, Producers (if applicable), Marketing Department, insurance companies, finance companies and various departments within the HUB organization. P & C License is required. EPIC Knowledge helpful. Job Responsibilities include, but are not limited to: Gathering information from insured for new business or for updating renewals Expiration/Timeline Coordination Market new and renewal business Enter New Business in EPIC Update Renewal Applications in EPIC according to procedure Compile Loss Summary Complete supplemental applications Compile information and obtain OCP, Builders' Risk, and Flood Quotes (New Business) Review New Business and Renewal quotes Prepare premium comparisons Prepare Proposals Bind coverage with carrier Prepare all forms to be signed Set up EPIC suspense for follow up on all processes, including policy receipt and delivery Complete 'New/Renewal Procedures' checklist Review applications in system for accuracy Review policies for accuracy using the 'Policy Checklist' Review contracts for insurance requirements and certificates Troubleshoot problems with audits, accounts receivables, processing, coverage issues, etc. Prepare New/Renewal certificate of insurance for issuance Invoice all New/Renewal Agency Bill transactions as per guidelines Invoice all other Agency Bill transactions as per guidelines Back up to other SBU AM's not in office as directed by Supervisor Attend monthly AM meetings THIS DESCRIPTION IS NOT INTENDED TO BE A COMPLETE STATEMENT OF JOB CONTENT, BUT IS A GUIDE TO THE ESSENTIAL FUNCTIONS PERFORMED. REVISIONS TO THE JOB DUTIES CAN BE MADE BY MANAGEMENT AT ANY TIME TO MEET THE NEEDS OF THE ORGANIZATION. Department Account Management & Service Required Experience: Required Travel: Required Education: 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 or . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. HUB International - Today report job - original job

Keywords: Hub International, Mobile , Commercial Account Manager, Small Business Unit, Executive , Mobile, Alabama

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