FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
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 retention, while ensuring compliance with broker standards and effective communication with clients and underwriters. Proficient in utilizing agency management systems and maintaining accurate client records.
Highest-signal resume keywords
Insurance Brokerage ExperienceP & C Insurance Producer LicenseClient Relationship ManagementCustomer Service SkillsApplied EPIC Agency Management System
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 ReviewQuote ReviewNegotiationProposal WritingClient RetentionInformation GatheringInvoicingCoverage Analysis
Soft Skills
Exceptional Customer ServiceStrong Communication SkillsStrong Organization SkillsTeam CollaborationFollow-Up Skills
Tools & Technologies
WordExcelOutlookInternet UtilizationApplied EPIC Agency Management System
Certifications & Qualifications
P & C Insurance Producer LicenseContinuing Education Credits
Industry Keywords
Property Casualty InsuranceClient AdvocacyBroker StandardsClient Renewal ProcessUnderwriter 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 and support client retention
- Write new client accounts or lines of coverage as needed
- Follow best practices and broker standards
- Service day-to-day client needs, including coverage questions, policy changes, payments, and cancellations
- Manage all aspects of the client renewal process, including information gathering, marketing, terms and pricing negotiation, quote review, renewal presentations, and invoicing
- Review quote documents to ensure insurance requirements are included
- Manage client relationships and ensure satisfaction
- Delegate work to Associate Account Managers I and II
- Maintain underwriter relationships and negotiate coverage
- Complete accurate proposals, bind coverage, review policies, and create client policy summaries and binders
- Set up and maintain electronic records
- Maintain client files and information according to internal standards
- 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 regularly 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 and ongoing development opportunities
- Competitive pay
- Comprehensive health benefits
- Retirement savings matching
- Company-paid life and disability plans
- Generous paid time off
- Paid parental leave
- Wellbeing program
- Collaborative, high-performing culture
- Community impact through HUB Gives
- Career growth opportunities
- Reasonable accommodations for qualified individuals with disabilities