Commercial Lines Account Manager

HUB International•Greensboro, NC

About The Position

The Commercial Lines Account Manager manages an assigned book of insurance business with substantial independent discretion, autonomy, and decision-making responsibility. The role provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, supporting account retention and helping Producers obtain, maintain, and expand business. The position may also involve account rounding and new-business development in accordance with standard practices, policies, and procedures. The Account Manager works with Producers and HUB colleagues on client service, marketing, and renewals; oversees account transactions and documentation; analyzes client objectives and insurance plans; and recommends responses to industry and other external changes. The role also handles complex service issues, claims and billing problems, account retention, cross-selling opportunities, client meetings, system documentation, reporting, and continuing education. Travel on company business may be required. HUB describes its culture as collaborative and growth-oriented, offering training, licensing support, and ongoing development. The company is a large insurance and employee benefits broker with over 21,000 employees and more than 600 offices in North America.

Requirements

At least 3 years of applicable insurance or agency experience.
Exceptional written and verbal communication skills.
Superior customer-service and problem-solving skills.
Proficiency with Microsoft Office Suite, including PowerPoint, Word, Excel, and Outlook.
Detail-oriented self-starter.
Ability to work in a team environment.
Significant skill in handling competing demands and projects.
Excellent organizational skills and ability to prioritize and delegate responsibility.
High school diploma or equivalent required.
Relevant insurance license required by state or regional statutes; required licenses or certifications must be maintained, including continuing-education requirements.

Responsibilities

Make decisions on assigned books of insurance business.
Work with Producers and other HUB personnel on client service, marketing, and renewals while following HUB best practices and procedures.
Oversee preparation and implementation of transactions, correspondence, documents, and internal processing for assigned accounts.
Understand clients’ insurance objectives and analyze and compare insurance plans for suitability.
Monitor insurance-industry changes and other external conditions that may affect clients.
Recommend appropriate responses to changes without requiring manager approval.
Act as liaison between clients and carriers to resolve escalated, complex service issues requiring policy interpretation and experience-based judgment.
Negotiate with underwriters and carriers when appropriate.
Troubleshoot claims and billing issues.
Maintain retention of accounts in the assigned book of business.
Develop new business from existing accounts and assigned leads and contribute to departmental production goals.
Identify and follow up on cross-selling opportunities when appropriate.
Manage, organize, and conduct client meetings when necessary.
Document conversations with clients and carrier representatives and update HUB and agency-management systems as needed.
Ensure the accuracy of data in those systems.
Travel on company business as required.
Prepare reports for management as required.
Attend industry-related continuing-education training and courses.
Perform other duties and projects as assigned.