Account Manager II, Commercial Lines

HUB International; Pullman (WA); On-site; USD 90,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k)

Paid time off

Job summary

HUB International in Pullman, WA is looking for an Account Manager to manage a specialized book of insurance business. The role involves providing professional service to clients, managing renewals and client relationships, and working with underwriters.

The ideal candidate has a high school diploma, a P&C Insurance Producer License, and over 5 years of experience in commercial lines account management. Competitive salary and benefits available.

Qualifications

• 5+ years of experience as a Commercial Lines Account Manager.
• P&C Insurance Producer License required.
• Experience in insurance brokerage preferred.

Responsibilities

• Service day-to-day client needs including phone calls and emails.
• Manage the client renewal process including terms and pricing negotiation.
• Maintain relationships with underwriters and negotiate coverage.

Skills

Customer service skills

Data entry skills

Reading comprehension

Written communication skills

Oral communication skills

Teamwork

Organizational skills

Education

High School or Equivalent

P&C Insurance Producer License

5+ years as a Commercial Lines Account Manager

Tools

Word

Excel

Outlook

Applied EPIC Agency Management System

Job description

About Hub

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected—through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

The Opportunity

The Account Manager manages a more complex or specialized book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. The Account Manager is responsible to follow our best practices and broker standards.

Duties & Responsibilities

• Service day-to-day client needs including, fielding phone calls, email, and other communication related to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of the client renewal process including obtaining updated information, marketing, terms and pricing negotiation, quote review, presentation of renewal numbers to the Producer and the client (where applicable), and invoicing.
• Review quote documents to ensure all insurance requirements are included in quote proposal.
• Manage client relationship ensuring satisfaction.
• Manage and delegate work as needed to Associate Account Managers I and II to ensure their progress and workload is appropriate.
• Maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters.
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders.
• Responsible for setting up and maintaining electronic records.
• Use best practices and internal broker standards for service and maintenance of client files and information.
• Training and collaboration with team members to share and educate on coverage, exposures and client knowledge.
• Other duties as assigned.

Qualifications

• High School or Equivalent.
• P&C Insurance Producer License Required.
• Alaska specific experience a plus.
• 5+ years as a Commercial Lines Account Manager.

Knowledge / Skills / Abilities

• Four or more years insurance brokerage or property casualty insurance experience in account management role preferred.
• Exceptional customer service skills.
• Strong reading comprehension and analysis skills.
• Strong data entry skills.
• Strong written and oral communication skills.
• Strong organization and follow-up skills.
• Ability to effectively work in a team environment.
• Proficient in Word, Excel, Outlook, and internet utilization.
• Applied EPIC Agency Management System experience preferred but not required.

Working Conditions And Physical Demands

• The physical and environmental 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 of the job.
• While performing the duties of this job, the employee is regularly required to sit; use hands, fingers, and talk or hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required by this job include close vision on computer monitor.

Why Choose HUB

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Equal Opportunity and EEO

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

Salary and Benefits

The expected salary range for this position is $90,000 - $95,000 depending on geographical location 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 health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid‑time‑off benefits, and eligible bonuses, equity and commissions for some positions.

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