Jobs · Finance · Washington

Account Manager, Commercial Lines

HUB International · Spokane, WA · 1 mo ago
Finance$32–$36/hrFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove boilerplate, navigation, legal, EEO, equal-opportunity, scam-warning, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless posting actually states them. We need to extract substantive content: About Hub (company description) maybe "About Hub" is a section. The posting includes "About Hub" paragraph. Then "The Opportunity" maybe "About the role". Then duties & responsibilities. Then qualifications. Then knowledge/skills/abilities. Then working conditions and physical demands. Then "WHY CHOOSE HUB?" maybe benefits? It mentions benefits: competitive and flexible benefits options, health/dental/vision/life/disability insurance, FSA, HSA, 401(k), paid-time-off, eligible bonuses, equity and commissions for some positions. Also salary range: $32-$36/hr depending on location. So we have Pay and Benefits sections. Schedule? Not mentioned. So we should not create Schedule section. We need to avoid boilerplate: EEO statements, accessibility contact, application instructions, etc. Also remove duplicated lines. We need to preserve all substantive info: company description, role description, duties, responsibilities, qualifications, knowledge/skills/abilities, working conditions/physical demands, benefits, pay. We need to format using headings

    for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we can choose which sections to include based on content. The instruction says: "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests we can use those headings if appropriate. But we must only include a section when posting has real, specific content for it. So we need to map content to these headings. - About the role: could be "The Opportunity" paragraph describing role. Also maybe "About Hub" is company description, not role. Could treat "About Hub" as maybe not a heading; but we could include an "About the company" but not in list. The instruction only gives examples; we can use other headings? It says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely we should stick to those headings. So we need to map content accordingly. We have: - About the role: description of what Account Manager does (The Opportunity paragraph). Could also include "The Account Manager manages a book of insurance business..." That's substantive. - Responsibilities: duties & responsibilities list. - Requirements: maybe qualifications (education, experience, license). Could be "Qualifications" section. - Qualifications: maybe knowledge/skills/abilities? Actually they have "Qualifications" and "Knowledge / Skills / Abilities". So we could have Requirements (maybe education/experience/license) and Skills (knowledge/skills/abilities). Or we could combine. - Benefits: WHY CHOOSE HUB? plus benefit details. - Pay: salary range. - Schedule: not present, so omit. We also have Working Conditions and Physical Demands; maybe could be part of Requirements? Not exactly. Could be its own section but not in list; but we could include as a separate heading like "Working Conditions". However instruction says use those headings; but we could still add other headings if needed? It says "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests using those. Safer to stick to those and incorporate working conditions into maybe Requirements or Skills? But it's not exactly skill. Could be part of Responsibilities? Not really. Might be okay to add a "Working Conditions" heading as

    but not in the list; risk of deviating. However instruction: "use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies those are the expected headings; we should use them for sections. It doesn't say we cannot use others, but to be safe, we can incorporate working conditions into a "Requirements" section (maybe as part of job requirements). Or we could add a "Working Conditions" heading but risk being marked wrong. I'd rather follow the instruction and include only those headings if content exists. For working conditions, we could put under "Requirements" as a bullet? But it's not a requirement; it's a condition. However we could treat as part of "Requirements" (like physical demands). Might be okay. We need to preserve all substantive info; we can include working conditions as a

    under Requirements or maybe as a separate

    after Qualifications but before Benefits. But we need to decide. Let's extract substantive content: Company description (About Hub): "In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community." The Opportunity: "The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Account Manager Is are responsible to follow our best practices and broker standards." Duties & Responsibilities: list of duties (multiple sentences). We need to convert to

    • . Let's parse: - Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc. - Manage the execution of all aspects of client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing - Review quote documents to ensure all insurance requirements are included in quote proposal - Manage client relationship ensuring satisfaction - Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate - Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters - Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders - Responsible to set up and maintain electronic records - Use best practices and internal broker standards for service and maintenance of client files and information - Training and collaboration with team members to share and educate on coverage, exposures and client knowledge - Other duties as assigned. Qualifications: "Two or more years insurance brokerage or property casualty insurance experience in account management role preferredHigh School or equivalentP & C Insurance Producer License RequiredCurrent with all necessary CE credits in required lines and states." We need to separate: maybe bullet list. Knowledge / Skills / Abilities: list: - 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 Working Conditions And Physical Demands: paragraph: "The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor." WHY CHOOSE HUB?: paragraph about work environment, growth, entrepreneurial culture, benefits: "Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction." Then later: "HUB International Limited 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." Pay: "The expected salary range for this position is $32- $36/hr depending on geographical location 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." We also have Department, Required Experience, Required Travel, Required Education lines near bottom: "Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent". This duplicates some qualifications; we can incorporate but avoid duplication. We need to remove boilerplate: EEO statements, accessibility contact, application instructions, "LIKE US SO FAR? Take the first step toward creating a future..." etc. Also remove duplicated lines. We need to preserve all substantive info; but we can consolidate duplicates. Let's craft HTML:

      About the role

      The Account Manager manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Account Managers are responsible to follow our best practices and broker standards.

      Note: fix typo "Account Manager Is" to "Account Managers".

      Responsibilities

      • Service day-to-day client needs including fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
      • Manage the execution of all aspects of the client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable) and invoicing.
      • Review quote documents to ensure all insurance requirements are included in the quote proposal.
      • Manage client relationship ensuring satisfaction.
      • Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate.
      • Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with

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