Commercial Lines Account Manager

About us:

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

Our team is growing, and we are looking for a "people person" who is passionate about working with customers. If you like managing your own clients and working with a team, this is the right fit for you. As the Commercial Lines Account Manager, you are responsible for servicing and retaining commercial lines insurance clients. You are also responsible for providing support to Producers and/or AEs in obtaining, maintaining, and expanding business.

In this role, you will:

  • 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 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 (2 weeks of vacation + Personal/Sick/Floating Holidays)
  • 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
  • LI-HI-EC

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