Account Manager, Commercial

HUB International; Surrey; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

Extended health benefits

Disability insurance

RRSP matching

Paid time off & bonuses/commissions

Job summary

HUB International in Surrey, BC seeks a seasoned Account Manager to lead client relationships end-to-end, write new business, and service accounts in an in-office role. The position requires independent work, strong analytical skills, and collaboration with Account Executives and underwriters.

The role emphasizes delivering accurate coverage, exceptional service, and adherence to HUB's standards, with a salary range of CAD 65,000–95,000 and a robust benefits package including extended health,

Qualifications

• Minimum 5 years of commercial insurance experience.
• Level 2 General Insurance License (BC).
• Industry designation preferred (CAIB, CIP, or CRM).
• Demonstrated ability to work independently and manage competing priorities.
• Superior client service, communication and interpersonal skills.
• Intermediate to advanced proficiency in Microsoft Office.

Responsibilities

• Serve as the primary advisor on an assigned book of business, owning the client relationship and servicing accounts.
• Deliver exceptional client service across the full book in alignment with HUB's service standards.
• Participate in formal account reviews and Critical Path meetings.
• Gather client data and prepare rate comparisons and submissions.
• Identify coverage gaps, negotiate terms with underwriters, and present terms to clients.

Skills

Commercial insurance knowledge

Client relationship management

Independent worker

Strong communication skills

Attention to detail

Cross-functional collaboration

Education

Level 2 General Insurance License (BC)

Industry designation preferred (CAIB, CIP, or CRM)

Tools

Microsoft Office (Excel, PowerPoint, Word)

Job description

The Account Manager is a seasoned Commercial insurance professional with deep technical knowledge across all commercial products. They independently manage a book of business as the lead client advisor, owning the client relationship end-to-end and delivering accurate coverage, exceptional service and operational excellence aligned with HUB's standards. This is an in-office role.

Responsibilities

• Serve as the primary advisor on an assigned book of business, owning the client relationship, servicing accounts, and writing new business; partner with Account Executives on supported accounts and may be supported by an insurance advisor
• Deliver exceptional client service across the full book in alignment with HUB's service standards
• Participate in formal account reviews and Critical Path meetings
• Gather client data, build submissions in PolicyWorks or EPIC and prepare comprehensive rate comparisons
• Identify coverage gaps, negotiate rates and terms with underwriters and present terms to the client or to the Account Executive
• Bind coverage and issue cover notes
• Prepare and process all account documentation in accordance with HUB workflows, including: Certificates of Insurance Cover notes Summaries and proposals New business, renewals and endorsements Premium finance contracts Invoicing
• Maintain complete and accurate electronic files in EPIC, PolicyWorks and Certificate Exchange/CSR24
• Attach all client instructions, bind orders and marketing correspondence in EPIC
• Assist with managing and collecting accounts receivable
• Support account reconciliation in collaboration with the accounting team
• Support ongoing learning and development of new team members
• Maintain ongoing professional development to enhance technical expertise
• Protect HUB from errors and omissions through diligence and accuracy
• Review and prioritize daily tasks, including activities and emails
• Collaborate cross-functionally with other branch departments as needed to ensure clients receive comprehensive support
• Make client visits and conduct relationship-building activities

Qualifications & Skills

• Minimum 5 years of commercial insurance experience
• Level 2 General Insurance License (BC)
• Industry designation preferred (CAIB, CIP, or CRM)
• Demonstrated ability to work independently and manage competing priorities
• Superior client service, communication and interpersonal skills
• Strong attention to detail with a high degree of accuracy
• Comfortable in a fast-paced, collaborative client-focused environment
• Intermediate to advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)

The expected salary range for this position is $65,000 to $95,000 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 extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Why HUB?

At HUB International, you’ll be part of a growing team that values collaboration, innovation, and professional development. This role offers the opportunity to shape how we train, support, and enable our Personal Lines teams across the Coastal region. If you enjoy variety in your work and want to make a tangible impact on how an organization operates, we’d love to hear from you.

HUB International is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Our Culture Starts with You

We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business.

We want you to be INNOVATIVE and open to sharing your ideas.

You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.

You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER.

You work with a high degree of INTEGRITY and ACCOUNTABILITY.

Department

Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

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HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.