Senior Account Manager, Commercial Lines

Hub International Insurance•Eugene, OR

17d

About The Position

The Senior Account Manager manages a complex or specialized book of commercial 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 accounts, and write new client accounts or lines of coverage as needed. Senior Account Managers follow HUB best practices and broker standards and serve as an expert resource and role model for less-experienced colleagues. Although the role does not directly supervise others, mentoring and supporting team growth are expected. The position handles day-to-day client service and manages new business and renewal processes, from gathering information and negotiating terms and pricing through quote review, presentation of options, and invoicing. It also manages client and underwriter relationships, oversees accurate proposals and policy documentation, maintains electronic client records, and supports team learning and collaboration through mentoring and Super Team activities.

Requirements

High school education or equivalent.
P&C Insurance Producer License required.
Ability to communicate effectively and professionally, orally and in writing, with internal and external customers.
Ability to present information effectively and respond to questions from managers, clients, customers, and the general public.
Critical-thinking skills, including using logic and reasoning to assess alternative solutions, conclusions, and approaches.
Ability to respond promptly and accurately to customer needs, solicit feedback, improve service, and handle difficult or emotional customer situations.
Confidence and professionalism when interacting with all organizational levels.
Ability to develop and maintain strong client relationships and work effectively with insurance and service vendors.
Ability to gather pertinent information, analyze issues, and solve problems thoroughly and promptly.
Ability to identify complex problems, evaluate options, and implement solutions.
Ability to prioritize and organize multiple tasks and responsibilities to complete work on time and accurately.
Computer proficiency with Microsoft Office Suite, Outlook, and agency management systems.
Ability to calculate figures and amounts, including discounts, interest, commissions, proportions, and percentages.
Desire to learn and grow within the insurance industry.

Nice To Haves

Six or more years of insurance brokerage or property and casualty insurance experience in an account management role.
Experience with Applied EPIC Agency Management System.

Responsibilities

Handle day-to-day client needs, including calls, email, coverage questions, policy changes, payments, and cancellations.
Manage new business and renewal processes, including gathering information, marketing, negotiating terms and pricing, reviewing quotes, presenting options to Producers and clients where applicable, and invoicing.
Review quote documents to ensure insurance requirements are included in proposals.
Manage client relationships and ensure client satisfaction.
Manage and delegate work to Associate Account Managers I and II and Account Managers I and II as needed to support appropriate progress and workloads.
Maintain relationships with underwriters and negotiate coverage to achieve positive client outcomes.
Ensure proposals are completed, coverage is bound, policies are reviewed for accuracy, and client policy summaries and binders are created.
Set up and maintain electronic records and follow best practices and internal broker standards for servicing and maintaining client files and information.
Train, mentor, and collaborate with team members to share knowledge about coverage, exposures, and clients.
Contribute coverage knowledge, client insights, and workflow expertise to a collaborative team environment.
Participate in Monthly Super Team Meetings and All Team Meetings, contributing to communication, learning, and continuous improvement.
Support personal and colleagues’ professional growth through mentorship and development.