Account Manager, Personal Lines

HUB International • Spokane, WA

7d • $25 - $28

About The Position

The Account Manager manages a book of personal-lines 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 accounts, and write new client accounts or lines of coverage as needed. Account Managers follow HUB best practices and broker standards.

The position handles clients’ day-to-day needs, manages renewals and relationships, negotiates coverage with underwriters, and ensures proposals, policy documents, records, and client files are accurate and complete. It also includes collaborating with and training team members, and delegating work to Assistant Account Managers as needed.

Requirements

• High school diploma or equivalent.
• Required Property and Casualty (P&C) Insurance Producer License.
• Exceptional customer service skills.
• Strong reading comprehension and analytical 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.
• Experience with the Applied EPIC Agency Management System.

Responsibilities

• Handle day-to-day client needs, including calls, email, and other communications about coverage questions, policy changes, payments, and cancellations.
• Manage all aspects of client renewals, including gathering updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal terms to clients when applicable, and invoicing.
• Review quote documents to ensure proposals include all insurance requirements.
• Manage client relationships and ensure client satisfaction.
• Delegate work to Assistant Account Managers as needed and ensure their progress and workloads are appropriate.
• Manage underwriter relationships to achieve positive client outcomes and negotiate coverage.
• 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.
• Apply best practices and internal broker standards to service and maintain client files and information.
• Train and collaborate with team members to share knowledge about coverage, exposures, and clients.
• Perform other duties as assigned.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans.
• Generous paid time off, paid parental leave, and a wellbeing program.
• Collaborative, high-performing culture with meaningful engagement and 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