Account Manager I, Commercial Lines

HUB International•Lake Oswego, OR

1d•$31 - $33

About The Position

The Account Manager I manages a book of commercial lines insurance business and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The role may be performed independently, with a team, or alongside a Producer to advocate for clients, retain business, and write new client accounts or coverage lines as needed. Account Managers follow HUB best practices and broker standards. The position handles daily client service, renewals, marketing and negotiation, coverage proposals, policy binding and review, client records, and relationships with clients and underwriters. It also includes delegating work to Associate Account Managers I and II when needed and collaborating with team members to share coverage, exposure, and client knowledge.

Requirements

High school diploma or equivalent.
Current 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 with 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.
Applied EPIC Agency Management System experience preferred, but not required.

Responsibilities

Respond to day-to-day client needs, including questions and communications 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 proposals include all insurance requirements.
Manage client relationships and help ensure client satisfaction.
Manage and delegate work to Associate Account Managers I and II as needed, ensuring appropriate progress and workload.
Maintain relationships with underwriters and negotiate coverage to achieve positive client outcomes.
Ensure proposals are complete and accurate, bind coverage, review policies for accuracy, and prepare 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 and educate them on coverage, exposures, and client knowledge.
Perform other duties as assigned.