About HUB International
At HUB International, we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals, families, and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB, you become part of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists who bring clarity to a changing world through tailored solutions and unrelenting advocacies and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.
At HUB, we're more than an insurance broker-we're a network of doers with diverse backgrounds and a shared purpose: supporting our clients, colleagues, and communities. We believe great work happens when people feel valued, heard, and empowered to grow.
Account Manager
The Account Manager (AM) will provide professional, courteous service to our clients, producers, and company personnel. With a positive attitude, the AM will provide a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts. Working alongside the Producers, the AM shall be responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.
Issues related to policy processing, maintenance of client data on the Epic agency management system, routine changes (e.g., adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AMII.
This role requires an individual who is professional and who displays the drive, determination, and self-motivation to manage the needs of the producer and the clients.
JOB RESPONSIBILITIES
Manages a book of insurance business, while acting with the necessary level of independent discretion, autonomy, and decision-making
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 our Sales staff in obtaining, maintaining, and expanding business.
May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. Negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
Produce binders, certificates, endorsements, and other related items while verifying their accuracy.
Maintain controls on renewals and binders to ensure timely preparation and processing.
Prepare summaries of insurance, schedules, and proposals as needed for account review.
Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.
Assist Producers in the premium collection process and handle accounting issues.
Refers current and prospective clients to other departments for solicitation of those lines of business.
Assist clients with claims when necessary.
Adhere to all Agency systems, procedures, and state regulations.
Assist the Producer with the implementation of the client's strategic plan. This includes:
Assisting with key "value-added" services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.
Assist with the value-added services being provided by our Risk Services and Claims Management Divisions
Work with producer to understand the clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stay 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 independent of manager approval.
Assists the producer in managing, organizing, and conducting 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.
Supports and helps develop less experienced CSA staff.
Attends industry related continuing education training and courses.
QUALIFICATIONS
Three (3) years in experience in commercial lines with insurance company or agency
A high school diploma required; some college preferred; college degree desired.
Property and Casualty Insurance License
Good telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members.
Proficient with Microsoft Office Suite (Word, Excel, Outlook)
Ability to understand policy forms and coverage descriptions.
Proven mathematical skills.
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.
Ability to work in a positive team environment.
Strong typing skills with an ability to compose clear and concise letters.
Organizational skills required.
Willingness to attend educational classes desired.
High attention to detail essential
Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week
What You'll Bring to the Role
Client-focused mindset and strong problem-solving skills
Ability to collaborate across teams and regions
Strong communication and relationship-building capabilities
Initiative, adaptability, and alignment with HUB values
Why Join 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, while empowering our employees to learn, grow, and make a difference in their communities.
At HUB , we invest in our people. Our entrepreneurial culture fosters innovation, ownership, and continuous improvement-giving you the opportunity to build a meaningful career while delivering real impact for clients and communities.
We Offer
Competitive compensation and comprehensive benefits
Medical, dental, vision, and voluntary insurance options
Health Savings Account (HSA) funding
401(k) with company match
Company-paid life insurance and short-term disability
Optional supplemental life and long-term disability
Wellness programs and resources
Paid parental leave
Generous paid time off (vacation, holidays, sick, and personal time)
Strong work-life balance
Career growth and development in a rapidly expanding organization
A collaborative, high-performing team culture
Community impact through HUB Gives
Our Core Values
Entrepreneurship: We encourage innovation and thoughtful risk-taking.
Integrity: We do the right thing-every time.
Teamwork: We work together to achieve the best results.
Accountability: We take ownership of outcomes.
Service: We serve our clients, communities, and one another.
Culture & Belonging
At HUB International, we are committed to fostering a workplace where everyone feels a true sense of belonging. We value diverse experiences and perspectives and strive to create an environment where all voices are welcomed and respected. If you require accommodation at any stage of the recruitment process, please let us know-we are here to support you. At HUB, inclusion isn't just part of what we do-it's at the heart of who we are.
Thank you for taking the time to meet with us! Attached, you will find the job description template, complete with comments. I will be setting up time in two weeks to regroup.
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.
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