Account Manager, Commercial Lines
About The Position
The Account Manager I manages a book of insurance business and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The role may work independently, as part of a team, or with a Producer to advocate for clients, retain clients, and write new client accounts or lines of coverage as needed. Account Manager Is are responsible for following HUB best practices and broker standards. The position involves handling day-to-day client needs, managing renewals and client relationships, coordinating coverage proposals and policy documentation, maintaining electronic records, and supporting collaboration and knowledge-sharing across the team.
Requirements
- High school diploma or equivalent.
- P & C Insurance Producer License required.
- Current with all necessary continuing education credits in required lines and states.
- Exceptional customer service skills.
- Strong reading comprehension and analysis skills.
- Strong data entry skills.
- Strong written and oral communication skills.
- Strong organization and follow-up skills.
- Ability to work effectively in a team environment.
- Proficiency in Word, Excel, Outlook, and internet utilization.
Nice To Haves
- Two or more years of insurance brokerage or property casualty insurance experience in an account management role preferred.
- Applied EPIC Agency Management System experience preferred but not required.
Responsibilities
- Service day-to-day client needs, including responding to calls, emails, and other communications about coverage questions, policy changes, payments, and cancellations.
- Manage all aspects of the client renewal process, including obtaining updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal numbers to the Producer and client where applicable, and invoicing.
- Review quote documents to ensure all insurance requirements are included in the quote proposal.
- Manage client relationships and ensure client satisfaction.
- Manage and delegate work to Associate Account Managers I and II as needed, ensuring their progress and workload are appropriate.
- Maintain relationships with underwriters and negotiate coverage to achieve positive results for clients.
- Ensure proposals are completed accurately, bind coverage, review policies for accuracy, and create client policy summaries and binders.
- Set up and maintain electronic records.
- Follow best practices and internal broker standards for client service and maintenance of client files and information.
- Train and collaborate with team members to share knowledge about coverage, exposures, and clients.
- Perform other duties as assigned.
Benefits
- Structured training, licensing support, and ongoing development opportunities.
- Competitive pay with comprehensive health benefits.
- Retirement savings matching.
- Company-paid life and disability plans.
- Generous paid time off.
- Paid parental leave.
- Wellbeing program designed to support work/life balance.
- Collaborative, high-performing culture with meaningful engagement and community impact through HUB Gives, and room to grow a career.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
