Commercial Lines Client Manager

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

Competitive salaries and benefits offerings

Medical/dental/vision insurance and voluntary insurance options

Health Savings Account funding

401k matching program

Company paid Life and Short-Term Disability Plans

Supplemental Life and Long-Term Disability Options

Comprehensive Wellness Program

Paid Parental Leave

Generous PTO Package – Vacation, Holiday, Sick, and Personal Time Off

Great work/life balance, because that’s important for all of us!

Focus on creating a meaningful environment through employee engagement events

The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

Growth potential – HUB is constantly growing and so can your career!

A rewarding career that helps local businesses in the community

Strong community support and involvement through HUB Gives

SUMMARY:

The Commercial Lines Client Manager manages assigned commercial lines Property & Casualty accounts at OHA (a division of HUB International) to ensure profitability and a high level of retention. Develops and maintains proactive communications with clients and OHA associates with a focus on excellent customer service and teamwork.

RESPONSIBILITIES:

Develops and maintains relationships with assigned clients, serving as primary contact for all insurance questions and policy changes

Takes primary responsibility for policy expiration management. Ensures that information required for renewal is collected from the client, renewal terms from the carrier are received promptly and in advance of the renewal, and prepares the insurance proposal for client presentation

Develops marketing strategy for assigned renewal business. Takes responsibility for the renewal marketing process including: selecting markets, preparing carrier submissions, quote review and comparison, negotiated terms and pricing, obtain optional quotes for coverage enhancements and communicating bind orders to the carriers

Performs periodic coverage and risk reviews to ensure the adequacy of every clients’ insurance program

Takes advantage of every available opportunity to develop new accounts and new lines of coverage for existing accounts

Supports and adheres to agency goals and objectives to place and retain business with the most appropriate carriers

Collaborates with Commercial Lines Producers and other OHA associates to provide the best experience to our clients

Investigate and resolve issues in a timely and thorough manner seeking help from OHA associates, carriers and other resources as needed

Agency billing including: creating premium allocations, renewal, and endorsement invoicing

Attend and participate in carrier and client meetings

Assist with claim reporting and follow up, when needed, as a backup to Claims Manager

Pursue and maintain professional insurance designations as recommended

Support and enhance agency culture

QUALIFICATIONS:

Education:

Maintain a state insurance license(s), as required by the Ohio State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in the state of Ohio (or be willing and able to obtain all required licenses within the first 90 days of employment)

Professional designations such as CISR, MLIS, CRIS, CIC, ARM, CRM, and CPCU are desired

College degree preferred. High school diploma or equivalent is required

Experience, Technical Knowledge, and Skills:

Four years progressively responsible experience in an independent commercial lines insurance agency required or similar years of related work experience dealing directly with commercial insurance coverages

Existing knowledge of Applied Epic, or ability to develop it, is essential

Intermediate to advanced knowledge of Microsoft Office tools (Word, Excel, Outlook, PowerPoint)

Demonstrates effective presentation skills through both verbal and written communications

Good organization and time management skills

Strong decision making, judgment and problem-solving skills

A high sense of urgency

A desire to live by “Our Culture”

Work schedule:

Hybrid in-office and full-time remote schedule are available (candidate must be available to attend monthly meetings in the OHA office and on-site client meetings, when requested)

Department Account Management & Service

Required Experience: 7-10 years of relevant experience

Required Travel: Negligible

Required Education: Bachelors 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 veterans 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 .

EEOAA Policy (https://hubinternational.jobs/eeo/)

E-Verify Program

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