Account Manager, Personal Lines

Hub International Insurance•Spokane, WA

11d

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 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 Managers are responsible for following HUB’s best practices and broker standards. The position handles day-to-day client service and the full execution of client renewals, including gathering updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal figures where applicable, and invoicing. It also manages client and underwriter relationships; ensures accurate proposals, coverage binding, policy reviews, summaries, and binders; maintains electronic records and client files; and collaborates with team members on coverage, exposures, and client knowledge. The expected pay range is $25–$28 per hour. The actual rate depends on factors including skills, experience, work location, business line, scope, and level. HUB offers structured training, licensing support, and ongoing development opportunities. Benefits and programs vary according to employment status, role, location, and eligibility.

Requirements

High school diploma or equivalent.
Property and Casualty Insurance Producer License required.
Exceptional customer service skills.
Strong reading comprehension and analysis skills.
Strong data-entry skills.
Strong written and oral communication skills.
Strong organizational 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-casualty insurance experience in an account management role preferred.
Experience with the Applied EPIC Agency Management System preferred but not required.

Responsibilities

Respond to day-to-day client needs, including calls, emails, and other 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 where applicable, and invoicing.
Review quote documents to ensure all insurance requirements are included in the proposal.
Manage client relationships and support client satisfaction.
Delegate work to Assistant Account Managers as needed and monitor their progress and workload.
Manage underwriter relationships 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 service and client-file maintenance.
Train and collaborate with team members to share knowledge about coverage, exposures, and clients.
Perform other duties as assigned.