Account Manager I, Commercial Lines

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY:

The Account Manager I (AM I) manages a defined book of insurance business and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. The AM I role is intentionally scoped with a smaller book of business than senior service positions, creating the capacity to actively support other team members within the Super Team model.

The AM I may work independently, as part of a team, or alongside a Producer to provide client advocacy, support client retention, and write new accounts or lines of coverage as needed. This role is expected to follow HUB's best 
practices and Broker Standards, contribute to team success through collaboration and knowledge sharing, and grow their technical expertise as they develop toward more senior service responsibilities.

DUTIES & RESPONSIBILITIES:

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not 
be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the 
workload.

Client Service & Book Management

• Service day-to-day client needs, including fielding phone calls, emails, and other communications related to coverage questions, policy changes, payments, cancellations, and general inquiries.

• Manage a defined book of business, maintaining strong client relationships and ensuring a high standard of timely, accurate, and professional service.

• Manage the execution of the full client renewal process, including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal options to the Producer and client where applicable, and invoicing.

• Review quote documents to ensure all insurance requirements are included in the proposal before delivery.

• Ensure the completion and accuracy of proposals, binding of coverage, policy review, and creation of client policy summaries and binders.

• Manage and maintain relationships with underwriters to ensure positive results for clients and negotiate coverage terms effectively.

Policy Review, Certificates & EPIC Maintenance

• Review policies and endorsements for completeness and accuracy, ensuring all coverage terms align with client requirements and HUB’s quality standards.

• Process certificates of insurance for new and existing clients in a timely and accurate manner, verifying that endorsements match certificate request requirements. Appropriate use of third-party resources to assist will be required.

• Input and maintain accurate data in EPIC and ancillary systems, ensuring electronic client records are current, complete, and consistent with Broker Standards.

Super Team Support

• Actively support Account Manager IIs, Senior Account Managers, and Account Executives within the Super Team model, taking on delegated tasks and providing assistance as workloads and priorities require.

• Contribute to a collaborative team environment by sharing coverage knowledge, client insights, and workflow expertise with less experienced team members.

• Participate in Monthly Super Team Meetings and All Team Meetings, contributing to team communication, learning, and continuous improvement.

• Embrace the Super Team concept as a vehicle for professional growth — both by receiving mentorship from senior team members and by supporting the development of others.

Operational Standards & Compliance

• Follow HUB’s Broker Standards and Weekly Standardized Processing (WSP) framework consistently, managing workload and activities through the WSP system.

• Adhere to all company policies, procedures, and workflows; embrace technology systems and third-party resources as directed.

• Participate in training and collaboration with team members to share and build coverage knowledge, exposure awareness, and client service skills.

QUALIFICATIONS:

• High School or Equivalent

• Two or more years of insurance brokerage or property and casualty insurance experience in an account management role preferred.

• Strong data entry skills with a high degree of accuracy.

•  P & C Insurance Producer License Required

KNOWLEDGE / SKILLS / ABILITIES:

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.

• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

• Desire to learn and grow within the insurance industry.

• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.

• Confidence and demeanor to effectively interact with all levels within the organization.

• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs.

• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.

• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

WORKING CONDITIONS AND PHYSICAL DEMANDS:

• This position primarily involves remaining in a stationary position for the majority of the workday.

• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at  http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $30-33.58/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#LI-LW1

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.  Apply online today!

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.