Senior Account Manager, Commercial Lines

HUB International•Lake Oswego, OR

20h•$40 - $43

About The Position

The Senior Account Manager manages a complex or specialized commercial lines insurance book and provides professional service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The role may work independently, on a team, or with a Producer to advocate for clients, retain business, and write new accounts or lines of coverage as needed. The Senior Account Manager follows broker standards and best practices, demonstrates leadership, and serves as an expert resource and role model. Although the position does not directly supervise others, mentoring and supporting team members’ growth are expected. The position handles client service and insurance account workflows, including new business and renewals, coverage and pricing negotiations, proposals, binding, policy review, invoicing, and electronic records. It also supports team development through delegation, training, collaboration, and knowledge sharing. The role primarily involves remaining stationary for most of the workday and frequently communicating with colleagues and clients in person and by telephone. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. The expected pay range is $40–$43 per hour, depending on geography and factors including the candidate’s skills, experience, and work location, as well as the position’s business line, scope, and level.

Requirements

High school diploma or equivalent.
P & C Insurance Producer License required.
Ability to communicate orally and in writing professionally and effectively with internal and external customers.
Ability to present information and respond to questions from groups of managers, clients, customers, and the general public.
Critical-thinking skills, including using logic and reasoning to evaluate alternative solutions and approaches.
Ability to respond promptly and accurately to customer needs, solicit feedback, and handle difficult or emotional customer situations.
Confidence and demeanor to interact effectively with all organizational levels.
Ability to develop and maintain client relationships and work effectively with insurance and service vendors.
Ability to gather relevant 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 assignments on time and accurately.
Proficiency with Microsoft Office Suite, Outlook, and agency management systems.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

Nice To Haves

Six or more years of insurance brokerage or property casualty insurance experience in an account management role preferred.
Applied EPIC Agency Management System experience preferred, but not required.

Responsibilities

Respond to day-to-day client needs, including questions about coverage, policy changes, payments, and cancellations through phone, email, and other communications.
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 support client satisfaction and retention.
Manage and delegate work to Associate Account Managers I and II and Account Managers I and II as needed, ensuring appropriate progress and workload.
Maintain relationships with underwriters and negotiate coverage to achieve positive client results.
Complete proposals, bind coverage, review policies for accuracy, and prepare client policy summaries and binders.
Set up and maintain electronic records.
Follow best practices and internal broker standards for servicing clients and maintaining client files and information.
Train, mentor, and collaborate with team members, sharing knowledge of coverage, exposures, and clients.
Contribute coverage knowledge, client insights, and workflow expertise to less experienced team members.
Participate in Monthly Super Team Meetings and All Team Meetings, contributing to communication, learning, and continuous improvement.
Receive mentorship from senior team members and support the development of others.