Small Business Account Manager

HUB International•Colorado Springs, CO

1d•$65,000 - $80,000•Hybrid

About The Position

HUB International is seeking a people-focused account manager to service and retain commercial lines insurance clients. The role manages a book of commercial accounts and coordinates new and renewal business, working with producers, clients, insurance companies, and internal service teams. The position is hybrid and requires four days per week in the office. The account manager prepares quotations and client proposals, completes and submits applications, reviews new policies for accuracy, and processes endorsements, renewals, invoices, credits, and cancellations. The role also maintains account files, gathers underwriting and pricing information, generates reports, builds relationships with company representatives, keeps current with insurance products and industry trends, pursues continuing education, and assists with training other employees. HUB offers structured training, licensing support, and ongoing development opportunities.

Requirements

Current Property/Casualty Insurance License.
4–7 years of brokerage experience.
High school diploma required.
Ability to understand and analyze insurance coverages, forms, and policies.
Above-average math skills.
Strong written, oral, and telephone communication skills.
Ability to organize, set, and maintain priorities.
Basic knowledge or experience with an agency management system.
Strong working knowledge of Microsoft Office.

Nice To Haves

College degree preferred.

Responsibilities

Maintain a book of commercial accounts.
Coordinate processing of commercial lines new and renewal business.
Work with producers to align with HUB corporate goals, carrier requirements, and client needs.
Prepare quotations and new client proposals.
Complete new business applications, upload them through the appropriate company automation system, and follow through to policy issuance.
Review new policies for accuracy.
Process endorsements and renewals by communicating and interfacing with clients and insurance companies.
Process invoices and credits for agency-billed business.
Process cancellations according to the procedure manual.
Pursue professional studies and stay familiar with industry trends and new insurance products.
Improve professional skills through continuing education.
Maintain account files according to established procedures.
Gather underwriting, pricing, and supporting data for submission preparation.
Generate applicable reports.
Maintain good working relationships with company sales representatives, service centers, underwriting representatives, and claims representatives.
Assist in training other employees.