Account Manager

About SPG

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).

Description

The Commercial Customer Service Representative/Account Manager oversees the servicing of policies for Global Marine Insurance commercial clients. This position is extremely important to the producer and you will be asked to do a wide variety of tasks to assist.

Responsibilities

       Managing Inbound Calls

• Receive inbound calls including transferred calls from current clients/brokers
• Place outbound follow-up calls for various reasons or documents
• Answer questions about the product details, the company, and issues with account for the clients/brokers.
• Assist clients/brokers with any technical issues experienced with website and escalate any issues to management appropriately.
• Perform account maintenance activities
• Meet Quality Assurance Requirements and other key performance metrics.
• Handle accounts/questions/calls when the producer is out
• Communication and documentation is extremely important

     Endorsements/Renewals

• Process all endorsements, diary information, follow up if necessary, answer questions/concerns.
• Process renewals
• Assist the producer on any items requested

Payments

Upon notification from Accounting that an account is past due, contact the insured via email for payment.

Shop Markets

Upon renewal, shop markets if necessary for price & coverage.  Communicate with the producer prior to shopping.

Other Administrative Tasks

Perform other job duties as they may be assigned including but not limited to the above tasks.

Requirements

The formal education and experience for a Customer Service Representative/ Account Manager can vary.  However, the following are commonly required for this position:

• Demonstrated strong decision-making ability
• Excellent communication skills, both verbal and written
• Strong work ethic and self-starter, able to effectively manage multiple tasks and adapt to change within a fast-paced business environment
• Flexibility with daily tasks
• Fast and accurate typing skills
• Strong follow-up skills
• Goal oriented
• Ability to learn and navigate new software quickly
• Strong ability to organize and prioritize
• Excellent listening skills and the ability to ask probing questions, understand concern, and overcome objections
• Must possess a professional and friendly attitude and be able to quickly develop a rapport with clients/brokers and team members over the phone
• 3+ years commercial experience
• 2-3+ years of account management experience
• AMS knowledge preferred but not a necessity
• Must have current P&C licen

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 50%

Required Education: Bachelor's degree (4-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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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