Account Manager, Commercial Lines

Hub International Insurance • Eugene, OR

10d

About The Position

The Account Manager I manages a book of commercial 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 in partnership with a Producer to advocate for clients, retain business, and write new accounts or lines of coverage as needed. Account Managers follow HUB best practices and broker standards.

Requirements

• High school diploma or equivalent.
• Required Property & Casualty Insurance Producer License.
• Current with all necessary continuing education credits for required lines and states.
• Strong customer service, reading comprehension, analysis, data entry, written and oral communication, organization, and follow-up skills.
• Ability to work effectively in a team environment.
• Proficiency in Word, Excel, Outlook, and internet utilization.

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

• Respond to day-to-day client needs, including questions and requests related to coverage, policy changes, payments, and cancellations.
• Manage all aspects of the client renewal process, including gathering 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 insurance requirements are included in quote proposals.
• Manage client relationships and ensure client satisfaction.
• Manage and delegate work to Associate Account Managers I and II as needed to support 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 servicing clients and maintaining 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 and comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program.
• Collaborative culture, community impact opportunities through HUB Gives, and room for career growth.

What This Job Offers

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