Director, Account Management

Summary of the Role:

A pioneer in insurance technology, Insureon operates the largest online insurance marketplace for small businesses in the U.S. Our proprietary technology platform enables business owners to easily compare and purchase the insurance they need. We also license this platform to select industry participants who are looking to more effectively service their own clients. We are integrated with every major U.S. carrier, manage over $400M in premium annually and are licensed in all 50 states.

We place a high value on having fun at work, personal and company integrity and teamwork, and we believe our success is truly a team sport. We foster a service mentality inside and outside our company and our fast-paced team is driven by results and is energetic about servicing our clients.

We believe that our team members know what work location will enable them to do their best work in serving our customers. As an eCommerce workplace, we have prioritized working as virtual-first and offer access to office space in our Chicago location as a resource to work from instead of a daily workplace.

We are looking for a Digital Director to join our firm. The Director will be responsible for the ongoing book management of commercial clients, retention of new and renewal clients, and maintaining a partnership with carriers to support business development activities while upholding high service standards and managing a team of individuals. This position is hybrid and can be located anywhere in the US.

These duties include but are not limited to:

1. Maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc.
2. Cross selling products to potential customers
3. Managing established book of accounts
4. Negotiating renewals for existing customers
5. Obtaining information and documentation from new and existing clients
6. Processing endorsements for clients and issuing certificates
7. Resolving customer issues and point of contact for any client complaint escalations
8. Supervision of Account Managers through management of their established book of accounts
9. Training Account Managers on Coverages, Carrier rating, account growth, retention, customer service and team policies and procedures
10. Scheduling and facilitating 1/1's, quarterly behavioral meetings and the annual review process with your team
11. Improving Team retention numbers and new business through:
12. Innovative recommendations of new ideas for improved customer experience
13. Strategic thinker of ways to increase retention numbers and new business
14. Owner of renewals for their Account Managers to improve retention
15. Ability to work independently and be the first line of support for Account Managers

Essential Functions and Responsibilities:

1. Approved State Licenses needed
2. Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients
3. Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers.
4. Makes decisions regarding the resolution of all moderate and complex customer service problems for the assigned Account Management Team: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
5. Researches and resolves accounting discrepancies for assigned Account Management Team.
6. Responsible for spearheading assigned Account Management Team book rolls: facilitating, implementing and data tracking.
7. Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all of the coverage that was presented to the insured.
8. Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
9. Researches and maintains industry knowledge of developing trends regarding carrier underwriting, appetite and pricing changes.
10. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients.
11. Solely responsible for having an understanding of assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.
12. Supervise and work with the Account Managers to ensure that Client needs have been completed and retention has been upheld.
13. Training of Account Managers on AMS, Book Growth, Retention and Coverage skill sets
14. Other duties may be assigned to meet changing department needs.

Additional or Daily Responsibilities:

1. Ability to work with external clients at all levels
2. High level of organization ability
3. High degree of self-discipline and motivation
4. Ability to follow processes and procedures and help develop new processes and procedures to help the team become more efficient
5. Solution driven, problem solving skills and proven analytical skills
6. Must be detail-oriented
7. Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
8. Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and execute client requests on time
9. Ability to understand and manage complex accounts while working under tight timeframes
10. Team player with a strong work ethic
11. Effective, professional verbal and written communication skills
12. Ability to effectively show strong leadership skills

Qualifications:

1. At least 5 years of Commercial Lines Account Management experience, including leading a team with direct reports
2. Experience handling a book of business, with emphasis on the needs of our small business clientele
3. Demonstrated success in customer service skills

Education/Experience:

1. High School Degree Required
2. 4 Year Degree Preferred
3. Appropriate insurance agent's license required

Computer Skills:

Word processing, spreadsheets, email software and other related programs. Comfortable working with 3rd Party or Agency management systems, Various Web Applications, Client or Insureon Agent portals and other related online applications.

Physical Demands or Requirements:

This role requires sitting at a workstation for extended periods of time, while working in a dedicated office space in your home environment.

Travel Requirements:

This is a virtual first company and no travel is required to complete the responsibilities of this assignment.

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $105,000 to $115,000 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.

#SPG

Department: Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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.