Account Administrator, Commercial Lines

Hub International; Tulsa (OK); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive pay with health benefits

Retirement savings matching

Parental leave and wellbeing program

Job summary

HUB International is seeking a Commercial Lines Account Administrator in Tulsa to assist Account Managers with servicing assigned accounts. You will enter data, support pre-renewal processes and handle policy paperwork with accuracy.

Ideal candidates have 3+ years in insurance administration, a high school diploma, and a P&C license or ability to obtain one within 60 days. Proficiency in MS Office and EPIC/BMS is expected; bilingual English/Spanish is a plus.

Qualifications

• Experience in administrative roles in insurance is preferred.
• Must have a current or obtainable P&C license within 60 days.
• Knowledge of MS Office and insurance management systems is required.
• Bachelor's degree is preferred but not required.

Responsibilities

• Coordinate servicing of assigned Commercial Lines accounts with the Account Manager.
• Enter data and support pre-renewal processes.
• Prepare invoices, certificates of insurance, and other documents.
• Process changes and maintain accurate files in broker systems.
• Attend industry continuing education and follow HUB standards.

Skills

Team Work

Written Communication

Initiative

Quality Management

Project Management

Bilingual English/Spanish

Education

High school diploma or equivalent

Bachelor’s degree preferred

P&C License within 60 days

Tools

Microsoft Office (Excel, Word, PowerPoint)

BMS/EPIC system

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

Primary Role:

As a Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Commercial Lines accounts in accordance with the practices, policies, and procedures of the Company.

Duties and Responsibilities:

• Coordinate the servicing of assigned accounts with the Account Manager
• Enter data as required by insurance company automation systems
• Provide support to the Account Manager on pre-renewal processes
• Handle correspondence and the clerical processing of accounts including applications and computer input of each account
• Process certificate of insurance requests as needed
• Help track cancellation/reinstatement system for commercial accounts
• Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose
• Conduct business from a professional standpoint and willingness to learn
• Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required.
• Review and process change requests in the broker management system
• Prepare policies for policy check and delivery to clients
• Maintain an accurate suspense system on all items that require a response
• Responsible for scanning/electronic filing of communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Other responsibilities as assigned by Account Manager
• Attends industry related continuing education training and courses.
• Follow HUB Broker Standards

Key Competencies:

• Team Work – Supports all organizational departments in a collaborative effort for everyone 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 work with a team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• 3 Years of administrator related work experience (Insurance Industry experience preferred)
• High school diploma or equivalent required
• Bachelor’s degree preferred
• P&C License required or able to obtain within 60 days from hire

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job 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

Communication/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 big 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:

• To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career.

Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

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.

Equal Employment Opportunity:

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations:

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify:

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

HUB International is one of North America’s largest insurance brokers

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.