Commercial Lines Account Manager

About HUB

HUB advises businesses and individuals on preparing for the unexpected. As a leading insurance broker, we focus on protecting what matters most through tailored insurance solutions and unrelenting advocacy.

Why Choose HUB?

• A competitive, exciting, and friendly work environment
• Continuous opportunities for growth and development
• Competitive and flexible benefits options
• A supportive entrepreneurial culture fostering open feedback and improvement
• A rewarding career with strong community support and involvement

What We Offer You

• Competitive salaries and benefits
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401(k) matching program
• Company-paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package
• Employee engagement events
• The ability to be part of a motivated, winning team
• Growth potential within the industry
• A rewarding career that helps local businesses in the community

Account Manager

Essential Duties and Responsibilities

• Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.
• Ensures the accuracy of data in those systems.
• Travels on company business as required.
• Prepares reports for management as required.
• Supports, mentors, and trains Assistant Account Managers and Technical Assistants as necessary.
• Attends industry-related continuing education training and courses.
• Performs other duties and projects as assigned.

Requirements

• At least 5 years of experience and demonstrated proficiency in an insurance Account Management role in required lines.
• Excellent oral and written English communications skills.
• Superior customer service and problem-solving skills.
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required.

Licensing or Certification Requirements

• FL 2-20 P&C License
• Current with all necessary CE credits in required lines and states
• Professional designation highly desirable (CIC, AAI, ARM)

Department

Account Management & Service

Required Experience

• 5-7 years of relevant experience

Required Travel

• No Travel Required

Required Education

• High school or equivalent

EEO Statement

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program

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