Account Manager, Commercial Insurance

Our Account Managers play a critical role in ensuring clients receive the support they need to effectively manage their insurance policies. In this position, you are responsible for servicing and retaining commercial lines insurance clients. As the key liaison, you will build and maintain strong, positive relationships with both our valued clients and insurance carrier partners.
Responsibilities Maintain a book of commercial accounts
Coordinate the processing of all commercial lines new and renewal business
Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients
Prepare quotations and prepare new client proposals
Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue
Review all new policies for accuracy
Process endorsements and renewals through communication/interfacing with clients and companies
Process invoices and credits for agency billed business
Process cancellations according to procedure manual
Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
Improve/refine professional skills through continuing education
Maintain account files in accordance with established procedures
Gather underwriting, pricing, and supporting data for preparation of submission
Generate applicable reports
Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
Assist in training other employees
Required Skills Current Property/Casualty Insurance License
4-7 years of insurance brokerage experience
High school diploma required, though college degree preferred
Understand and analyze insurance coverages, forms, and policies
Above average math skills
Strong written, oral, and phone communication skills
Organize, set, and maintain priorities
Basic knowledge/experience with an agency management system
Strong working knowledge of Microsoft Office
What we offer you A rewarding job that helps local businesses in the community
Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
Generous time-off policies
A work/life balance because that’s important for all of us
Learn from the expertise of your coworkers
Growth - HUB is growing, and so can your career
Be part of a motivated team
Hybrid role requiring 3-days per week in office.
Department: Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
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.
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