Commercial Lines Account Manager, Small Business Unit

About the role

The Account Manager manages a book of insurance business, acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, ensuring account retention meets or exceeds expectations. Offers high-level support to Producers in obtaining, maintaining, and expanding business, including account rounding and new business development as appropriate.

Responsibilities

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with Producers and other HUB personnel on client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Oversees preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Analyzes clients’ insurance objectives and compares insurance plans to determine suitability.
• Stays abreast of changes in the insurance industry and external conditions impacting clients, making independent recommendations.
• Acts as liaison between clients and insurance carriers to resolve complex service issues requiring policy interpretation and experience-based judgment.
• Negotiates with underwriters and carriers as needed.
• Troubleshoots claims and billing issues.
• Ensures overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads, contributing to departmental production goals.
• Identifies and follows up on cross-selling opportunities.
• Manages, organizes, and conducts client meetings when necessary.
• Documents conversations with clients and carrier representatives, updating HUB computer systems and automated agency management systems.
• Ensures accuracy of data in systems.
• Travels on company business as required.
• Prepares reports for management as needed.
• Attends industry-related continuing education training and courses.
• Performs other duties and projects as assigned.

Requirements

• Experience and demonstrated proficiency in an insurance account management role in required lines; brokerage experience preferred.
• Some college (no degree).
• Excellent oral and written English communication skills.
• Superior customer service and problem-solving skills.
• Proficiency with computer systems, including Microsoft Office and automated agency management systems.
• Ability to work in a team environment.
• Ability to work a regular, full-time schedule at HUB’s facility(s) and travel on business when required.
• Currently licensed in good standing in required lines and states.
• Current with all necessary CE credits in required lines and states.

Required experience: Less than 1 year of relevant experience. Required travel: Negligible.