Account Manager - Commercial Insurance

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, we’re more than an insurance broker—we’re 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

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business. 

JOB RESPONSIBILITIES

• Manages a book of insurance business, while acting with a high degree 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 to Producers in 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

• 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 lower-level Account Managers and Assistant Account Managers, as necessary

• Attends industry related continuing education training and courses

QUALIFICATIONS

• 2-3 years of experience in commercial lines with insurance company/agency. Broker experience preferred

• Experience working with large commercial construction accounts preferred

• Property and Casualty Insurance License preferred; or willing to obtain within 30 days of employment.

• A high school diploma required; some college preferred

• Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members

• Proficiency with Microsoft Office Suite (Word, Excel, Outlook), advanced skills in Excel needed

• Ability and willingness to utilize company’s computer system and software (Epic)

• Strong typing skills with an ability to compose clear and concise letters

• Knowledge and understanding of policy forms and coverage descriptions

• Organizational skills required

• Willingness to attend educational classes desired

• High attention to detail essential

• Hybrid work schedule; must be onsite at the d