Account Manager, Commercial Lines

HUB International Limited; Tulsa (OK); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health benefits

Retirement savings matching

Company-paid life and disability plans

Generous paid time off

Parental leave

Wellbeing program

Job summary

HUB International Limited in Tulsa seeks an experienced Account Manager/Administrator to manage a diverse book of insurance business and provide top-tier client service. You will collaborate with Producers, underwriters, and carriers to retain clients and expand business.

The role requires 3+ years in an insurance account management capacity, with a P&C license or the ability to obtain one within 120 days. A Bachelor’s is preferred but not required.

Qualifications

• Must have 3+ years in an Account Manager/Administrator role in an insurance environment.
• Bachelor’s degree preferred but not required.
• P&C license or ability to obtain within 120 days from hire.
• Advanced professional designation encouraged (CISR, AAI, ARM, CIC, CPCU).
• Proficiency in MS Office and insurance industry systems.

Responsibilities

• Manages a book of insurance business and routine client requests independently.
• Provides service to clients, carrier representatives, underwriters, and HUB colleagues to support retention goals.
• Supports Producers, Senior Account Managers and Account Executives to obtain, maintain and expand business.
• Oversees transactions, paperwork, and processing for assigned accounts.
• Documents conversations and updates HUB systems for data accuracy.
• Prepares management reports and mentors junior staff.
• Attends industry-related continuing education and training.

Skills

Teamwork

Written Communication

Initiative

Quality Management

Project Management

Education

High school diploma or equivalent

Bachelor’s degree preferred

P&C License required or able to obtain within 120 days

Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU)

Tools

Microsoft Office Suite (Excel, Word, PowerPoint)

EPIC BMS

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.

This is a hybrid role, requiring three days per week in the office.

Duties and Responsibilities:

• Manages a book of insurance business, routine client requests, and some moderately complex client accounts independently while acting with a high degree 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 Producers, Senior Account Managers and/or Account Executives in obtaining, maintaining, and expanding business, can resolve common issues with limited guidance
• May also be responsible for account rounding and in accordance with standard practices, policies, and procedures
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Understands with to escape complex issues
• Makes appropriate recommendations to clients in response to those changes
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers
• Troubleshoots billing issues
• Responsible for overall retention of accounts in assigned book of business
• Organizes and attends client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary. Ensures the accuracy of data in those systems
• Prepares reports for management as required
• Oversees functions performed by Account Administrators as required
• Supports, mentors, and trains Account Administrators and new staff, as necessary
• Attends industry related continuing education training and courses
• Performs other duties and projects as assigned

Key Competencies:

• Teamwork – 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 lead and contribute 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

• At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment.
• High school diploma or equivalent required
• Bachelor’s degree preferred but not required
• P&C License required or able to obtain within 120 days from hire
• Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU)

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 and ability to work in office environment

Public Speaking/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 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.

What we offer you

• 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.