Account Manager, Commercial Lines

HUB International • Tulsa, OK

6d • Hybrid

About The Position

The Commercial Lines Account Manager works collaboratively with Risk Consultants and Account Executives to manage a book of business. The role coordinates day-to-day property and casualty client service, maintains client and carrier relationships, supports retention, and responds to client questions and issues. It manages routine requests and some moderately complex accounts with significant independent discretion and decision-making, while supporting Producers, Senior Account Managers, and Account Executives in obtaining, maintaining, and expanding business.

The Account Manager analyzes insurance plans against client objectives, makes appropriate recommendations as industry or external conditions change, and serves as a liaison with carriers to resolve complex service issues that may require policy interpretation or negotiation. The role oversees account transactions and processing, supports renewal and marketing work, maintains accurate documentation and system data, troubleshoots billing issues, and may oversee, mentor, or train Account Administrators. Some client travel by car is required.

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.
• Dependable transportation and ability to work in an office environment.
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and ability to follow guidelines for working in the EPIC broker management system.
• Ability to read and interpret documents, write routine reports and correspondence, and communicate 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 work with abstract and concrete variables.
• Ability to meet the physical requirements of the role, including occasional lifting or moving of up to 25 pounds.

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 plus.

Responsibilities

• Manage a book of insurance business, routine client requests, and some moderately complex accounts independently.
• Provide professional and courteous service to clients, carrier representatives, underwriters, business partners, and colleagues, supporting account retention.
• Support Producers, Senior Account Managers, and/or Account Executives in obtaining, maintaining, and expanding business; resolve common issues with limited guidance.
• Perform account rounding when applicable and in accordance with standard practices and procedures.
• Work with Producers and HUB personnel on client service, marketing, and renewals while following HUB Broker Standards.
• Oversee preparation and implementation of account transactions, paperwork, and internal processing.
• Understand clients’ insurance objectives; analyze and compare insurance plans for suitability; monitor relevant industry and external changes; and determine when to escalate complex issues.
• Make appropriate recommendations to clients in response to relevant changes.
• Liaise with clients and insurance carriers to resolve escalated service issues requiring policy interpretation and experience-based judgment; negotiate with underwriters and carriers when appropriate.
• Troubleshoot billing issues and be responsible for retention of assigned accounts.
• Organize and attend client meetings when necessary.
• Document conversations with clients and carrier representatives; update HUB and broker management systems; and ensure data accuracy.
• Prepare management reports as required.
• Oversee Account Administrator functions as required, and support, mentor, and train Account Administrators and new staff as necessary.
• Attend industry-related continuing education training and courses.
• Perform other assigned duties and projects.

Benefits

• Competitive pay with comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program.
• Structured training, licensing support, and ongoing development opportunities.
• Collaborative culture, community impact through HUB Gives, and opportunities for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED