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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing insurance accounts, client advocacy, and maintaining strong relationships with clients and underwriters. Proficient in client retention strategies, negotiation, and ensuring compliance with insurance requirements.
Highest-signal resume keywords
Insurance Brokerage ExperienceP & C Insurance Producer LicenseClient Relationship ManagementExceptional Customer Service SkillsApplied EPIC Agency Management System Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementData EntryPolicy ReviewNegotiationClient Renewal ProcessQuote Document ReviewProposal AccuracyElectronic Records ManagementInsurance Requirements AnalysisInvoicing
Soft Skills
Strong Written Communication SkillsStrong Oral Communication SkillsStrong Organization SkillsTeam CollaborationFollow Up Skills
Tools & Technologies
WordExcelOutlookInternet Utilization
Certifications & Qualifications
P & C Insurance Producer LicenseCurrent CE Credits
Industry Keywords
Client AdvocacyInsurance Business ManagementProperty Casualty InsuranceClient RetentionUnderwriter Relationships
About the role
Key responsibilities & impact- Manage a book of insurance business
- Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
- Provide client advocacy, support client retention, and write new client accounts or lines of coverage as needed
- Field phone calls, email, and other communications regarding coverage questions, policy changes, payments, and cancellations
- Manage the client renewal process, including obtaining updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal numbers, and invoicing
- Review quote documents to ensure insurance requirements are included
- Manage client relationships and ensure satisfaction
- Manage and delegate work to Associate Account Managers I and II
- Maintain underwriter relationships and negotiate coverage
- Ensure accurate proposals, bind coverage, review policies, and create policy summaries and binders
- Set up and maintain electronic records
- Follow best practices and internal broker standards for client files and information
- Train and collaborate with team members on coverage, exposures, and client knowledge
- Perform other duties as assigned
Requirements
What you’ll need- Two or more years insurance brokerage or property casualty insurance experience in account management role preferred
- High School or equivalent
- P & C Insurance Producer License Required
- Current with all necessary CE credits in required lines and states
- Exceptional customer service skills
- Strong reading comprehension and analysis skills
- Strong data entry skills
- Strong written and oral communication skills
- Strong organization and follow up skills
- Ability to effectively work in a team environment
- Proficient in Word, Excel, Outlook, and internet utilization
- Applied EPIC Agency Management System experience preferred but not required
- Ability to sit and use hands, fingers, and talk or hear
- Ability to occasionally lift and/or move up to ten pounds
- Close vision on computer monitor
Benefits
Comp & perks- Structured training
- Licensing support
- Ongoing development opportunities
- Comprehensive health benefits
- Retirement savings matching
- Company-paid life and disability plans
- Generous paid time off
- Paid parental leave
- Wellbeing program
- Community impact through HUB Gives
- Career growth opportunities
- Reasonable accommodations for qualified individuals with disabilities