Account Manager, Commercial

HUB International•Surrey, BC

23d•CA$65,000 - CA$95,000•Onsite

About The Position

The Account Manager is a seasoned Commercial insurance professional with deep technical knowledge across all commercial products. They independently manage a book of business as the lead client advisor, owning the client relationship end-to-end and delivering accurate coverage, exceptional service and operational excellence aligned with HUB's standards. This is an in-office role.

Requirements

Minimum 5 years of commercial insurance experience
Level 2 General Insurance License (BC)
Demonstrated ability to work independently and manage competing priorities
Superior client service, communication and interpersonal skills
Strong attention to detail with a high degree of accuracy
Comfortable in a fast-paced, collaborative client-focused environment
Intermediate to advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)
2-5 years of relevant experience

Nice To Haves

Industry designation preferred (CAIB, CIP, or CRM)

Responsibilities

Serve as the primary advisor on an assigned book of business, owning the client relationship, servicing accounts, and writing new business; partner with Account Executives on supported accounts and may be supported by an insurance advisor
Deliver exceptional client service across the full book in alignment with HUB's service standards
Participate in formal account reviews and Critical Path meetings
Gather client data, build submissions in PolicyWorks or EPIC and prepare comprehensive rate comparisons
Identify coverage gaps, negotiate rates and terms with underwriters and present terms to the client or to the Account Executive
Bind coverage and issue cover notes
Prepare and process all account documentation in accordance with HUB workflows, including: Certificates of Insurance, Cover notes, Summaries and proposals, New business, renewals and endorsements, Premium finance contracts, Invoicing
Maintain complete and accurate electronic files in EPIC, PolicyWorks and Certificate Exchange/CSR24
Attach all client instructions, bind orders and marketing correspondence in EPIC
Assist with managing and collecting accounts receivable
Support account reconciliation in collaboration with the accounting team
Support ongoing learning and development of new team members
Maintain ongoing professional development to enhance technical expertise
Protect HUB from errors and omissions through diligence and accuracy
Review and prioritize daily tasks, including activities and emails
Collaborate cross-functionally with other branch departments as needed to ensure clients receive comprehensive support
Make client visits and conduct relationship-building activities