Commercial Lines Account Manager

HUB International•Gainesville, FL

10d

About The Position

The Commercial Lines Account Manager manages an assigned book of insurance business with a high degree of independent discretion, autonomy, and decision-making. The role provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, with the goal of meeting or exceeding account-retention expectations. The Account Manager supports Producers in obtaining, maintaining, and expanding business and may also handle account rounding and new-business development in accordance with standard practices, policies, and procedures. The position works closely with Producers and other HUB personnel on client service, marketing, and renewals; oversees account transactions and processing; analyzes insurance plans against clients’ objectives; and recommends appropriate responses to changes in clients’ circumstances, the insurance industry, or other external conditions. It also serves as a liaison between clients and carriers on escalated service issues, including policy interpretation, claims, and billing. The Account Manager is responsible for account retention, contributes to production goals and cross-selling, and may organize client meetings, oversee and mentor support staff, and travel on company business as required.

Requirements

At least 2 years of experience and demonstrated proficiency in an insurance Account Management role in the required lines.
Excellent oral and written English communication skills.
Superior customer service and problem-solving skills.
Demonstrated proficiency with computer systems, including Microsoft Office and automated agency management systems.
Ability to work in a team environment.
Ability to work a regular, full-time schedule at HUB’s facility or facilities and travel on business when required.
Florida 2-20 Property and Casualty license.
Current with all necessary continuing-education credits in required lines and states.

Nice To Haves

Professional designation, such as CIC, AAI, or ARM.

Responsibilities

Make major decisions independently 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, paperwork, and internal processing for assigned accounts.
Understand clients’ insurance objectives and analyze and compare insurance plans for suitability.
Stay informed about insurance-industry changes and external conditions that may affect clients, and make appropriate recommendations.
Liaise between clients and insurance carriers to resolve escalated, complex service issues requiring policy interpretation and experience-based judgment; negotiate with underwriters and carriers as appropriate.
Troubleshoot claims and billing issues.
Maintain overall retention of accounts in the assigned book of business.
Develop new business from existing accounts and assigned leads, contribute to departmental production goals, and follow up on cross-selling opportunities when appropriate.
Manage, organize, and conduct client meetings when necessary.
Document conversations with clients and carrier representatives, update HUB and agency management systems, and ensure data accuracy.
Travel on company business as required.
Prepare reports for management as required.
Oversee, support, mentor, and train Assistant Account Managers and Technical Assistants as required.
Attend industry-related continuing education training and courses.
Perform other duties and projects as assigned.

Benefits

Competitive salaries and benefits.
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.
Generous 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 support through HUB Gives.