Account Manager I, Commercial Lines

HUB International; Lake Oswego (OR); On-site; USD 44,000 - 50,000; Full time

Job summary

HUB International is seeking an Account Manager I in Oregon to manage a book of insurance business and provide professional service to clients, underwriters, and colleagues. The role supports renewal activities, quotes, and coverage recommendations while maintaining strong client relationships.

The position requires at least two years in insurance brokerage/account management, a valid P&C license, and CE credits up to date.

Qualifications

• Two or more years insurance brokerage or property casualty insurance experience in account management role preferred
• High School or equivalent
• P & C Insurance Producer License Required
• Current with all necessary CE credits in required lines and states.

Responsibilities

• Service day to day client needs including coverage questions, policy changes, payments, cancellations.
• Manage renewal processes including information updates, marketing, pricing, and invoicing.
• Review quote documents to ensure insurance requirements are included.
• Maintain client relationships and ensure satisfaction.
• Coordinate with underwriters to negotiate coverage and secure positive results.
• Prepare proposals, bind coverage, and create client policy summaries.
• Set up and maintain electronic records.
• Train team and share knowledge on coverage and exposures.

Skills

Insurance knowledge

Account management

Customer service

Communication skills

Microsoft Office

Education

High School diploma

P&C Producer License

CE credits compliant

Tools

EPIC Agency Mgmt

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 worlds' 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 I manages a 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. Account Manager Is are 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 relative to coverage questions, policy changes, payments, cancellations, etc.
• Manage the execution of all aspects of 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
• Manage/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 to set up and maintain 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:

• Two or more years insurance brokerage or property casualty insurance experience in account management role preferred
• High School or equivalent
• P & C Insurance Producer License Required
• Current with all necessary CE credits in required lines and states.

KNOWLEDGE / SKILLS / ABILITIES:

• 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 evolves 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.

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 . EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at [phone] or [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $32- $36/hr 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.

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. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. 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.