Account Manager, Commercial Lines

Hub International Insurance•Tulsa, OK

5d•Hybrid

About The Position

The Commercial Lines Account Manager works collaboratively with Risk Consultants and Account Executives to manage a book of business and provide day-to-day service to property and casualty clients. The role focuses on maintaining client relationships and retention, supporting business growth, maintaining carrier relationships, and understanding client needs. This is a hybrid role requiring three days per week in the office, with some travel by car to meet clients and attend outside events. The Account Manager handles routine requests and some moderately complex accounts with significant discretion and independent decision-making. The position coordinates transactions and account paperwork, analyzes insurance plans, advises clients about relevant changes, resolves service and billing issues, and acts as a liaison with carriers. The role also supports, mentors, and trains Account Administrators and new staff as needed. The position requires at least three years of experience in an Account Manager or Account Administrator role in an insurance environment, a high school diploma or equivalent, and a P&C license or the ability to obtain one within 120 days of hire. A bachelor’s degree is preferred but not required. The role requires proficiency with Microsoft Office and familiarity with the EPIC broker management system. A valid driver’s license and dependable transportation are required. HUB offers structured training, licensing support, and ongoing development opportunities. Benefits and programs vary by employment status, role, location, and eligibility. The posting describes competitive pay, comprehensive health benefits, retirement savings matching, company-paid life and disability plans, paid time off, paid parental leave, a wellbeing program, and opportunities for career growth and community engagement.

Requirements

At least 3 years of experience in an Account Manager or Account Administrator role in an insurance environment.
High school diploma or equivalent required.
P&C license required, or ability to obtain it within 120 days of hire.
Valid driver’s license required.
Dependable transportation and ability to work in an office environment.
Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
Ability to follow guidelines for working in the EPIC broker management system for premium efficiency with the team.
Ability to read and interpret documents, write routine reports and correspondence, and speak effectively with customers and teammates.
Ability to perform basic arithmetic using whole numbers, common fractions, and decimals.
Ability to define problems, collect data, establish facts, draw valid conclusions, interpret technical instructions, and handle abstract and concrete variables.
Ability to meet the role’s physical requirements, including regularly talking or hearing; frequently standing, walking, sitting, and using hands to finger, handle, or feel; and occasionally lifting or moving up to 25 pounds.
Ability to travel by car to meet clients and attend outside events.

Nice To Haves

Bachelor’s degree preferred but not required.
Advanced professional designation preferred or in progress, such as CISR, AAI, ARM, CIC, or CPCU.
Bilingual in English and Spanish is a big plus.

Responsibilities

Manage a book of insurance business, including routine client requests and some moderately complex accounts, exercising independent discretion and decision-making.
Provide professional and courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, supporting account retention.
Support Producers, Senior Account Managers, and Account Executives in obtaining, maintaining, and expanding business, resolving common issues with limited guidance.
Work with Producers and HUB personnel on client service, marketing, and renewals in accordance with HUB Broker Standards.
Oversee preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
Understand client insurance objectives and analyze and compare insurance plans to determine suitability.
Monitor insurance industry and external changes that may affect clients, recommend appropriate responses, and determine when to escalate issues.
Act as a liaison between clients and carriers to resolve complex service issues requiring policy interpretation and experienced judgment; negotiate with underwriters and carriers as appropriate.
Troubleshoot billing issues and support overall retention of accounts in the assigned book of business.
Organize and attend client meetings when necessary.
Document client and carrier conversations, update HUB and broker management systems, and ensure data accuracy.
Prepare reports for management as required.
Oversee Account Administrator functions as required and support, mentor, and train Account Administrators and new staff as needed.
Attend industry-related continuing education training and courses.
Perform other assigned duties and projects.