Account Manager II, Commercial Enterprise

Hub International Insurance • Bothell, WA

13d

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 be performed independently, as part of a team, or alongside a Producer to advocate for clients, retain clients, and write new client accounts or coverage lines as needed. Account Manager IIs follow HUB’s best practices and broker standards.

The position handles 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, coordinates work with Associate Account Managers, maintains underwriter relationships, supports accurate proposals and policy documentation, and contributes to team training and collaboration.

Requirements

• Four or more years of insurance brokerage or property and casualty insurance experience in an account management role 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 utilization.

Nice To Haves

• 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 questions and communications about coverage, policy changes, payments, and cancellations.
• Manage all aspects of client renewals, including gathering updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal figures to Producers and clients where applicable, and invoicing.
• Review quote documents to ensure all insurance requirements are included in the 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 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 file and information maintenance.
• Train and collaborate with team members to share knowledge about coverage, exposures, and clients.
• Perform other duties as assigned.

Benefits

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program designed to support work/life balance.
• Structured training, licensing support, and ongoing development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED