Commercial Lines Account Manager

HUB International•Coral Gables, FL

About The Position

The Account Manager manages an assigned book of commercial lines accounts and supports clients and Account Executives in obtaining, maintaining, and servicing coverage. The role is responsible for meeting client needs, overseeing account servicing, and maintaining client satisfaction. Work includes preparing renewals and proposals, processing policy changes and documentation, responding to client and insurer inquiries, and supporting pre-renewal and audit processes.

Requirements

  • Valid Florida 2-20 license.
  • At least 2 years of experience in insurance client support.
  • Excellent customer service and a good work ethic.
  • Strong technical knowledge of coverage in all commercial lines insurance.
  • Knowledge of commercial lines insurance and products.
  • Ability to work independently and assist team members.
  • Ability to maintain a professional attitude under pressure.
  • Strong sense of accountability.
  • Strong knowledge of Microsoft Word, Outlook, and Excel.

Nice To Haves

  • Knowledge of the EPIC system.

Responsibilities

  • Prepare renewal submissions, send them to insurance markets, compare quotes, and present the best options to clients.
  • Prepare client renewals, including proposals and presentations.
  • Process endorsements across insurance lines, including changes to vehicles, drivers, mailing addresses, contact information, and premises addresses.
  • Generate proof of insurance for insureds, mortgagees, and lessors.
  • Retrieve policy documentation from insurance portals.
  • Handle cancellations.
  • Answer insurers’ inquiries and address concerns.
  • Process final audits.
  • Monitor the pre-renewal process, including requesting loss runs.
  • Draft and send close-out letters.
  • Support client decision-makers and day-to-day technical client representatives.
  • Oversee account servicing and client satisfaction.

Benefits

  • Competitive salaries and benefits offerings.
  • Medical, dental, and vision insurance, plus voluntary insurance options.
  • Health Savings Account funding.
  • 401(k) matching program.
  • Company-paid life and short-term disability plans.
  • Supplemental life and long-term disability options.
  • Comprehensive wellness program.
  • Paid time off, including vacation, holidays, sick time, and personal time.
  • Paid parental leave.
  • Structured training, licensing support, and ongoing development opportunities.
  • Employee engagement events and community involvement through HUB Gives.
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