Account Manager I, Commercial Lines

Hub International Insurance•Lake Oswego, OR

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 be performed independently, as part of a team, or in partnership with a Producer to advocate for clients, retain clients, and write new client accounts or lines of coverage as needed. Account Manager Is follow HUB’s best practices and broker standards. The position handles day-to-day client service and renewal processes, maintains client and underwriter relationships, and ensures accurate proposals, coverage binding, policy reviews, client summaries, and electronic records. The role also includes delegating work to Associate Account Managers, collaborating with and training team members, and maintaining client files in accordance with internal standards. The expected salary range is $31–$33 per hour, depending on geographical location and factors such as skills, experience, working location, business line, scope, and level. HUB offers structured training, licensing support, and ongoing development opportunities. Benefits include health benefits, retirement savings matching, company-paid life and disability plans, paid time off, paid parental leave, and a wellbeing program.

Requirements

  • High school diploma or equivalent.
  • Property and Casualty (P&C) Insurance Producer License required.
  • Current with all required continuing education credits for applicable lines and states.
  • Strong customer service, reading comprehension, analysis, data entry, written and oral communication, organization, and follow-up skills.
  • Ability to work effectively in a team environment.
  • Proficiency in Word, Excel, Outlook, and internet use.

Nice To Haves

  • Two or more years of insurance brokerage or property and casualty insurance experience in an account management role preferred.
  • Experience with the Applied EPIC Agency Management System preferred but not required.

Responsibilities

  • Service day-to-day client needs, including responding to questions and requests about coverage, 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 figures to the Producer and client where applicable, and invoicing.
  • Review quote documents to ensure all insurance requirements are included in quote proposals.
  • Manage client relationships and ensure client satisfaction.
  • Manage and delegate work to Associate Account Managers I and II as needed to support appropriate progress and workloads.
  • Maintain relationships with underwriters and negotiate coverage to achieve positive results for clients.
  • Ensure proposals are complete and accurate, 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

  • Competitive pay.
  • Comprehensive health benefits.
  • Retirement savings matching.
  • Company-paid life and disability plans.
  • Paid time off.
  • Paid parental leave.
  • Wellbeing program.
  • Structured training, licensing support, and ongoing development opportunities.
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