Senior Account Manager / Service Account Executive - Commercial Insurance

HUB International•Boise, ID

10d•Hybrid

About The Position

The Senior Account Manager manages a commercial insurance book of business and handles complex insurance service tasks with a high degree of independent discretion, autonomy, and decision-making. The role requires broad and deep knowledge of commercial insurance and the larger organization, along with leadership skills to serve as an expert resource and role model for less experienced colleagues. Although the position does not directly supervise others, functional supervision may occur to support team success. Book size may vary based on the employee’s capacity to handle additional tasks. The role also requires awareness of market conditions, providing feedback or training to team members at management’s request, and handling special projects. The Senior Account Manager provides professional service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, and supports Producers in obtaining, maintaining, and expanding business. The role is responsible for account retention, may develop new business and round accounts, and oversees transactions, paperwork, and internal processing for assigned accounts. The employee assesses clients’ insurance objectives, analyzes coverage options, makes recommendations, resolves complex service issues, and may negotiate with underwriters and carriers. Additional duties include developing business from existing accounts and leads, conducting client meetings, maintaining accurate records in HUB systems, preparing reports, traveling on company business as required, and mentoring and training less experienced account staff. This is a hybrid role requiring three days per week in the office. HUB offers structured training, licensing support, and ongoing development opportunities, as well as competitive pay, comprehensive health benefits, retirement savings matching, company-paid life and disability plans, paid time off, paid parental leave, and a wellbeing program.

Requirements

Five years of experience in commercial lines with an insurance company or broker agency is preferred.
High school diploma required; some college preferred and a college degree desired.
Property and Casualty Insurance License, or willingness to obtain one within 90 days of employment.
Excellent written and oral communication skills, including the ability to communicate effectively with prospective and existing clients and staff.
Ability to understand policy forms and coverage descriptions.
Proven mathematical skills.
Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook, and automated agency management systems.
Ability to work in a positive team environment and collaborative culture.
Strong organizational skills and high attention to detail.
Ability to take direction and follow instructions effectively while demonstrating initiative.
Broad knowledge of insurance products and usages and ability to work independently.
Confidence and professional demeanor to interact effectively with all levels within the organization.

Nice To Haves

Previous commercial lines insurance experience.
Some college education; a college degree is desired.
Experience with automated agency management systems.

Responsibilities

Manage a book of commercial insurance business with a high degree of independent discretion, autonomy, and decision-making.
Provide professional and courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, supporting account retention expectations.
Support Producers in obtaining, maintaining, and expanding business.
Handle account rounding and develop new business where appropriate and consistent with standard practices, policies, and procedures.
Oversee transactions, paperwork, and internal processing for assigned accounts.
Understand clients’ insurance objectives; analyze and compare insurance plans for suitability; stay informed about industry and external changes; and make appropriate recommendations independently of manager approval.
Act as liaison between clients and insurance carriers to resolve escalated and complex service issues, interpret policies, exercise experience-based judgment, negotiate when appropriate, and 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 automated agency management systems, and ensure data accuracy.
Travel on company business as required and prepare reports for management as required.
Support, mentor, and train lower-level Account Managers and Assistant Account Managers as necessary.
Attend industry-related continuing education training and courses.
Maintain awareness of market conditions and provide feedback or training to team members at management’s request; handle special projects.