Senior Account Manager, Commercial Lines

About HUB HUB International is a leading global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Primary Role The Commercial Lines Senior Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day‑to‑day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day‑to‑day contact and provides resolution for client questions and issues. Duties And Responsibilities Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision‑making Serves as primary point of contact for large or complex clients; often leads client discussions and presentations Senior Account Managers possess deep technical product knowledge including lines and coverages. May help develop client strategy with Account Executives and Producers or independently Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations Provides a high level of support to Producers in obtaining, maintaining, and expanding business. The Senior Account Manager should own and grow relationships with key clients May also be responsible for account rounding and, in accordance with standard practices, policies, and procedures Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients Makes appropriate recommendations to clients in response to those changes. Anticipates issues and proactively resolves complex problems, often without direct supervision Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience‑based judgment to resolve. May also negotiate with underwriters and carriers Troubleshoots billing issues Responsible for overall retention of accounts in assigned book of business Organizes and leads client meetings when necessary Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems Prepares reports for management as required Oversees functions performed by Account Administrators and Account Managers as required Supports, mentors, and trains Account Administrators and Account Managers, as necessary Attends industry‑related continuing education training and courses Performs other duties and projects as assigned Key Competencies Teamwork – Supports everyone's efforts to succeed Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information Initiative – Volunteers readily; undertakes self‑development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed Quality Management – Demonstrates attention to detail Project Management – Ability to lead a team and adhere to deadlines Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Experience And Education At least 5 years of experience in an Account Manager role in brokerage environment required Large Commercial Account experience required Bachelor’s degree preferred High school diploma or equivalent required P&C License required or able to obtain within 120 days from hire Advanced professional designation preferred (e.g., AAI, ARM, CIC, CPCU) Physical Requirements The employee is regularly required to talk or hear; frequently required to stand, walk, sit, and use hands to finger, handle, or feel. Must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision and distance vision. Some travel required by car to meet with clients and other outside events. Other Requirements Must hold a valid Driver’s License Dependable transportation/ability to work in an office environment Public Speaking/Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak effectively with customers and teammates Bilingual in English and Spanish a plus Math Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals Reasoning Ability Ability to define problems, collect data, establish facts, and draw valid conclusions; ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables Computer Skills Proficient in Microsoft Office including Excel, Word and PowerPoint; follow guidelines on working in BMS (EPIC) for premium efficiency with your team Your Future With HUB Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most. Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities. Our Core Values: Entrepreneurship – We encourage innovation and educated risk‑taking Integrity – We do the right thing every time Teamwork – We work together to maximize results Accountability – We measure and take responsibility for outcomes Service – We serve customers, communities and colleagues Required Experience: 5‑7 years of relevant experience. Required Travel: No travel required. Required Education: Bachelor's degree (4‑year degree). 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. #J-18808-Ljbffr