Account Manager Napa, CA
Established in 1993, Paul Hanson Partners has developed a reputation as an expert in insurance products & related services to the transportation industry. Our Biz Choice Transportation brand has been experiencing continued growth as we’ve become a dominant player in the Last Mile, Middle Mile and Final Mile courier/contractor space writing Auto and GL Liability, Physical Damage, Cargo, Excess, Workers Compensation and Occupational Accident coverages.
Assist with in/out bound calls
Manage a renewal book of business on a monthly basis
Write new business policies across any of our various Biz Choice programs
Speak with insureds, agents and motor carriers in regards to accounts, policy verification and coverage deficiencies
Document communication and follow ups as needed answering questions/concerns timely for clients
Assist with a number of service policy life cycle items including but not limited to: policy change requests (adds/deletes), billing questions, claims instructions, final audits, pre‐renewal questionnaires, etc.
Meet quality assurance requirements and other key performance metrics
Attend and participate in weekly team meetings
Property & Casualty Insurance License
Strong oral & written communication skills
Knowledgeable in Microsoft office products (Outlook, Word, Excel, PowerPoint)
Must be able to have good judgement to make informative decisions when discussing coverage and/or proving insurance guidance
Adhere to employee manual including confidentiality requirements
Comply with Carrier partner service practices & procedures
To assure that Biz Choice is presented in the utmost professional manner when working with insurers, agents, customers, vendors and the community.
Provides general support to the Department Manager and perform additional tasks as needed on projects, etc.
Manage and grow relationships with our insureds and partners
To Treat all employee's with respect and courtesy in regards to all business and personal issues
Life & Health Insurance License
Willing to obtain within the first 6 months of employment.
- Monday – Friday 7:00am – 4:00pm
This position has both hybrid and remote working opportunities.
This position is located at our offices in Napa, Ca
Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $60,000-$70,000 a year and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Associate degree (2-year degree)
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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.