Account Manager, Commercial Insurance - Potential for Hybrid Work

About the role

Join HUB International, a thriving community of entrepreneurs dedicated to protecting what matters most through a broad range of insurance, retirement, and wealth management products and services. We invest deeply in our people, empowering you to learn, grow, and make a meaningful impact.

Responsibilities

• Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
• Acquire understanding of clients' insurance objectives and critically analyze and compare insurance plans to determine suitability.
• Develop and maintain relationships with clients to ensure all service needs are met.
• Stay abreast of changes in the insurance industry and other external conditions that may impact clients.
• Make appropriate recommendations to clients in response to those changes independent of manager approval.
• Act as liaison between clients and insurance carriers to resolve service issues.
• Troubleshoot billing issues.
• Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
• Gather information from clients and prepare applications for submission to the Underwriting Department regarding new and/or renewal coverage.
• Prepare client proposals based on client's needs, rates, and coverages.
• Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
• Appropriately document conversations with clients and carrier representatives and update all HUB computer systems and automated agency management systems.
• Maintain the accuracy of data in the agency management system.
• May handle collections of premiums due.
• Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company using strong verbal and written communication skills with clients and teammates.

Qualifications

• Two years of commercial lines insurance experience.
• Experience with professional liability insurance a plus.
• Thorough knowledge of commercial lines coverages and markets.
• Property and Casualty Insurance license.
• High School diploma or equivalent; AA and/or college degree preferred.
• Excellent oral and written communications skills and awareness of professional business etiquette.
• Superior customer service and problem-solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Mastery of virtual technology, including meeting scheduling, video display and screen sharing.
• Ability to work in a team environment.
• High level attention to detail is essential.
• Excellent organizational, interpersonal, and communication skills.

What We Offer

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Certain benefits may vary based on location and specific position.

Benefits

• Health/dental/vision/life/disability insurance
• FSA, HSA and 401(k) accounts
• Paid-time-off benefits such as vacation, sick, and personal days
• Eligible bonuses, equity and commissions for some positions

Pay

The expected salary range for this position is $70,000 to $90,000 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.

Schedule

Negligible