Account Manager I, Commercial Lines

About the role

At HUB, we believe the best work happens when people are given real space to grow and the autonomy to exercise it. We power progress and protect ambition for clients and the people who make that possible every day. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more, and a team ready to back you at every stage.

The Account Manager I 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.

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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 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
• 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 preferred
• High School diploma or equivalent
• P & C Insurance Producer License Required
• Current with all necessary CE credits in required lines and states

Skills

• 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

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. 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.

Pay

The expected salary range for this position is $31–$33/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.

Benefits

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• Structured training, licensing support and ongoing development opportunities designed to accelerate your career
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career