Traverse City, MI, USA
8 days ago
Commercial Lines Account Manager, Insurance

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About Global Marine:

​We are dedicated to providing insurance coverage to the boating community, focusing on yacht, boat and marine insurance. Global Marine began offering boat insurance in 1989 and is now one of North America’s leading marine insurance agencies. Headquartered in Traverse City, Michigan, our clients appreciate our depth of experience, special relationships with carriers, and enthusiasm for boating.

Job 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:

Active Property and Casualty License Required

3+ years commercial experience required

2-3+ years of account management experience required

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

AMS knowledge preferred but not a necessity

Compensation:

The compensation for this position is a variable comp structure. As such, the total salary paid will vary directly depending on the successful candidate’s book of business at any particular time.  The range for this position is $65,000-$70,000 and could 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/or commissions for some positions. 

#SPG

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 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.

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