Senior Account Manager / Service Account Executive - Commercial Insurance at HUB International in Boise, ID

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here. **This is a hybrid role, requiring three days per week in the office.** Senior Account Manager The Senior Account Manager will demonstrate the ability to handle a book of business handle complex insurance service tasks. They will have a broad and deep knowledge of commercial insurance as well as the larger organization. A Senior Account Manager will demonstrate leadership skills and serve as an expert resource and/or role model for less experienced co-workers. Effective personal interactions are necessary to contribute positively to the team. While this position does not directly supervise others, functional supervision occurs from time to time to ensure the success of the team. Size of book may be flexible depending on the employee’s ability to handle additional tasks. Will be required to maintain an awareness of market conditions and provide feedback and/or training to team members at managements’ request, as well as demonstrate their ability to handle special projects. 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, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations Provides a high level of support to Producers in obtaining, maintaining, and expanding business May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures 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 independent of manager approval 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 Responsible for overall retention of accounts in assigned book of business Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate Manages, organizes, and conducts 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 Travels on company business as required. Prepare reports for management as required. Supports, mentors, and trains lower-level Account Managers a