Account Manager II, Commercial Enterprise

HUB International•Lake Oswego, OR

16d•$32 - $36

About The Position

The Account Manager II manages a 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 business, and write new client accounts or lines of coverage as needed. Account Manager IIs follow HUB best practices and broker standards. The position handles day-to-day client service and the execution of renewals, including gathering information, marketing coverage, negotiating terms and pricing, reviewing quotes, presenting renewal terms, and invoicing. It also oversees client relationships, policy documentation, electronic records, and file maintenance, and may delegate work to Associate Account Managers I and II. The role collaborates with team members to share knowledge about coverage, exposures, and clients.

Requirements

High school education or equivalent.
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 in Word, Excel, Outlook, and internet utilization.

Nice To Haves

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

Responsibilities

Handle day-to-day client needs, including communications about 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 figures to the Producer and client where applicable, and invoicing.
Review quote documents to ensure all insurance requirements are included in proposals.
Manage client relationships and ensure client satisfaction.
Delegate work to Associate Account Managers I and II as needed and ensure their progress and workload are appropriate.
Maintain relationships with underwriters and negotiate coverage to achieve positive client results.
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 servicing and maintaining client files and information.
Train and collaborate with team members to share knowledge of coverage, exposures, and clients.
Perform other duties as assigned.