Account Manager I, Commercial Lines

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 I (AM I) manages a defined book of insurance business and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The AM I role is intentionally scoped with a smaller book of business than senior service positions, creating the capacity to actively support other team members within the Super Team model.

The AM I may work independently, as part of a team, or alongside a Producer to provide client advocacy, support client retention, and write new accounts or lines of coverage as needed. This role is expected to follow HUB's best 
practices and Broker Standards, contribute to team success through collaboration and knowledge sharing, and grow their technical expertise as they develop toward more senior service responsibilities.

DUTIES & RESPONSIBILITIES:

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not 
be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the 
workload.

Client Service & Book Management

• Service day-to-day client needs, including fielding phone calls, emails, and other communications related to coverage questions, policy changes, payments, cancellations, and general inquiries.

• Manage a defined book of business, maintaining strong client relationships and ensuring a high standard of timely, accurate, and professional service.

• Manage the execution of the full client renewal process, including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal options to the Producer and client where applicable, and invoicing.

• Review quote documents to ensure all insurance requirements are included in the proposal before delivery.

• Ensure the completion and accuracy of proposals, binding of coverage, policy review, and creation of client policy summaries and binders.

• Manage and maintain relationships with underwriters to ensure positive results for clients and negotiate coverage terms effectively.

Policy Review, Certificates & EPIC Maintenance

• Review policies and endorsements for completeness and accuracy, ensuring all coverage terms align with client requirements and HUB’s quality standards.

• Process certificates of insurance for new and existing clients in a timely and accurate manner, verifying that endorsements match certificate request requirements. Appropriate use of third-party resources to assist will be required.

• Input and maintain accurate data in EPIC and ancillary systems, ensuring electronic client records are current, complete, and consistent with Broker Standards.

Super Team Support

• Actively support Account Manager IIs, Senior Account Managers, and Account Executives within the Super Team model, taking on delegated tasks and providing assistance as workloads and priorities require.

• Contribute to a collaborative team environment by sharing coverage knowledge, client insights, and workflow expertise with less experienced team members.

• Participate in Monthly Super Team Meetings and All Team Meetings, contributing to team communication, learning, and continuous improvement.

• Embrace the Super Team concept as a vehicle for professional growth — both by receiving mentorship from senior team members and by supporting the development of others.

Operational Standards & Compliance

• Follow HUB’s Broker Standards and Weekly Standardized Processing (WSP) framework consistently, managing workload and activities through the WSP system.

• Adhere to all company policies, procedur