Hub International Commercial Lines Account Manager in Metairie, Louisiana
Hub International is a top 10 global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.
The Account Manager is responsible for the day-to-day oversight and servicing of specific accounts working in conjunction with the Producer to meet a clients’ insurance needs. This position requires direct interaction with clients, Producers, Customer Service Representatives, 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:
Assist producer is gathering information from insured for new business or for updating renewals
Market new and renewal business or send to Marketing department based on threshold
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 (when not done by marketing)
Bind coverage with carrier or request Marketing to bind coverage
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’ when not given to CSR
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 by CSR
Invoice all New/Renewal Agency Bill transactions as per guidelines
Invoice all other Agency Bill transactions as per guidelines that are not handled by CSR
Back up Producer
Back up to AM not in office as directed by Supervisor
Back up CSR
Attend monthly AM meetings
Location: United States, Louisiana, Metairie
Required Education: High school or equivalent
Required Experience: 5-7 years
Required Travel: Negligible
Date published: 23-Mar-2018
Department: Account Management & Service
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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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