Account Manager II, Commercial Enterprise

HUB International • Lake Oswego, OR

1d • $32 - $36

About The Position

The Account Manager II manages a more complex or specialized 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 IIs follow HUB’s best practices and broker standards.

The position manages day-to-day client service and the full client renewal process, including gathering updated information, marketing coverage, negotiating terms and pricing, reviewing quotes, presenting renewal figures, and invoicing. It also manages client relationships and may delegate work to Associate Account Managers I and II. The role supports team training and collaboration around coverage, exposures, and client knowledge.

The expected salary range is $32–$36 per hour, depending on geographical location and factors such as the candidate’s skills, experience, and work location, as well as the position’s business line, scope, and level.

Requirements

• Two or more years of insurance brokerage or property and casualty insurance experience in an account management role is preferred.
• High school diploma or equivalent.
• Property and Casualty 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 use.

Nice To Haves

• Two or more years of insurance brokerage or property and casualty insurance experience in an account management role.
• Advanced professional designation, such as AAI, ARM, or CIC; highly desirable.
• Applied EPIC Agency Management System experience; preferred but not required.

Responsibilities

• Handle day-to-day client needs and communications regarding 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 appropriate progress and workload.
• Maintain relationships with underwriters and negotiate coverage to achieve positive client results.
• Ensure proposals are completed accurately, coverage is bound, policies are reviewed for accuracy, and client policy summaries and binders are created.
• Set up and maintain electronic records.
• Follow best practices and internal broker standards for client service and file and information maintenance.
• Train and collaborate with team members to share knowledge of coverage, exposures, and clients.
• Perform other duties as assigned.

Benefits

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