Account Manager Commercial Lines

About HUB International

At HUB International we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals families and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB you become part of a vast network of risk insurance employee benefits retirement and wealth management specialists who bring clarity to a changing world through tailored solutions and unrelenting advocacies and businesses evaluate and manage their risks and insurance needs with personalized service while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

At HUB were more than an insurance brokerwere a network of doers with diverse backgrounds and a shared purpose: supporting our clients colleagues and communities. We believe great work happens when people feel valued heard and empowered to grow.

Account Manager

The Account Manager (AM) will provide professional courteous service to our clients producers and company personnel. With a positive attitude the AM will provide a high level of support in obtaining maintaining expanding and servicing our commercial accounts. Working alongside the Producers the AM shall be responsible for overseeing management of assigned accounts including redundant interface with appropriate decision makers carrier interface/marketing relevant collaboration with colleagues throughout HUB and negotiation of coverage terms and conditions.

Issues related to policy processing maintenance of client data on the Epic agency management system routine changes (e.g. adding a new vehicle to the policy) and other transactional or clerical work fall within the domain of the AMII.

This role requires an individual who is professional and who displays the drive determination and self-motivation to manage the needs of the producer and the clients.

JOB RESPONSIBILITIES

• Manages a book of insurance business while acting with the necessary level of independent discretion autonomy and decision-making
• Provides professional courteous service to our clients carrier representatives underwriters business partners and HUB colleagues resulting in a rate of account retention that meets or exceeds expectations.
• Provides a high level of support toour Sales staffin obtaining maintaining and expanding business.
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices policies and procedures.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. 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.
• Produce binders certificates endorsements and other related items while verifying their accuracy.
• Maintain controls on renewals and binders to ensure timely preparation and processing.
• Prepare summaries of insurance schedules and proposals as needed for account review.
• Remarket renewals contact clients create renewal proposals and handle other renewal activities in coordination with the producer.
• Assist Producers in the premium collection process and handle accounting issues.
• Refers current and prospective clients to other departments for solicitation of those lines of business.
• Assist clients with claims when necessary.
• Adhere to all Agency systems procedures and state regulations.
• Assist the Producer with the implementation of the clients strategic plan. This includes:
  • Assisting with key value-added services including but not limited to Pre-Renewal Strategic Planning Risk ID Assessments Contract Reviews Claims Reviews (in coordination with Claims Management) Market Analysis Stewardship Reports Deductible Analysis etc.
  • Assist with the value-added services being provided by our Risk Services and Claims Management Divisions
• Work with producer to understand the clients insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stay 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.
• Assists the producer in managing organizing and conducting 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.
• Supports and helps develop less experienced CSA staff.
• Attends industry related continuing education training and courses.

QUALIFICATIONS

• Three (3) years in experience in commercial lines with insurance company or agency
• A high school diploma required; some college preferred; college degree desired.
• Property and Casualty Insurance License
• Good telephone techniques and the ability to communicate effectivelywith prospective and existing clients as well as other staff members.
• Proficient with Microsoft Office Suite (Word Excel Outlook)
• Ability to understand policy forms and coverage descriptions.
• Proven mathematical skills.
• Demonstrated proficiency with computer systems including but not limited to Microsoft Office and automated agency management systems.
• Ability to work in a positive team environment.
• Strong typing skills with an ability to compose clear and concise letters.
• Organizational skills required.
• Willingness to attend educational classes desired.
• High attention to detail essential

• Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week

What Youll Bring to the Role

• Client-focused mindset and strong problem-solving skills
• Ability to collaborate across teams and regions
• Strong communication and relationship-building capabilities
• Initiative adaptability and alignment with HUB values

Why Join HUB

Our Vision: To be everywhere risk existstoday and tomorrowhelping protect what matters most.

Our Mission: To protect and support the aspirations of individuals families and businesses while empowering our employees to learn grow and make a difference in their communities.

At HUB we invest in our people. Our entrepreneurial culture fosters innovation ownership and continuous improvementgiving you the opportunity to build a meaningful career while delivering real impact for clients and communities.

We Offer

• Competitive compensation and comprehensive benefits
• Medical dental vision and voluntary insurance options
• Health Savings Account (HSA) funding
• 401(k) with company match
• Company-paid life insurance and short-term disability
• Optional supplemental life and long-term disability
• Wellness programs and resources
• Paid parental leave
• Generous paid time off (vacation holidays sick and personal time)
• Strong work-life balance
• Career growth and development in a rapidly expanding organization
• A collaborative high-performing team culture
• Community impact through HUB Gives

Our Core Values

• Entrepreneurship: We encourage innovation and thoughtful risk-taking.
• Integrity: We do the right thingevery time.
• Teamwork: We work together to achieve the best results.
• Accountability: We take ownership of outcomes.
• Service: We serve our clients communities and one another.

Culture & Belonging

At HUB International we are committed to fostering a workplace where everyone feels a true sense of belonging. We value diverse experiences and perspectives and strive to create an environment where all voices are welcomed and respected. If you require accommodation at any stage of the recruitment process please let us knowwe are here to support you. At HUB inclusion isnt just part of what we doits at the heart of who we are.

Thank you for taking the time to meet with us! Attached you will find the job description template complete with comments. I will be setting up time in two weeks to regroup.

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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