Account Manager II, Commercial Enterprise

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

Job summary

HUB International is seeking an Account Manager II in our Oregon office. You will manage a complex book of insurance business, provide client advocacy, and work with producers, underwriters and partners to retain clients and write new lines of coverage as needed.

You will lead renewal processes, review quotes, and ensure accuracy of proposals and binders while mentoring junior team members. A P&C license and CE credits are required, with advanced designations preferred.

Qualifications

• Four or more years of insurance brokerage or property casualty experience in account management.
• P&C Insurance Producer License is required and CE credits current.
• High School diploma or equivalent is required.
• Advanced professional designation such as AAI, ARM, CIC is desirable.

Responsibilities

• Serve day-to-day client needs via phone, email, and other communications regarding coverage, changes, payments, and cancellations.
• Oversee renewal processes including information updates, marketing, terms/pricing, quotes, renewal presentation, and invoicing.
• Review quote documents to ensure all insurance requirements are included in proposals.
• Maintain client relationships and ensure satisfaction; supervise Associate Account Managers as needed.
• Coordinate with underwriters and producers to secure favorable terms and coverage.

Skills

Customer service

Reading comprehension

Data entry

Written communication

Verbal communication

Organization

Teamwork

Word

Excel

Outlook

Internet

Education

High School Diploma or equivalent

P&C Insurance Producer License

CE credits up-to-date

Advanced designation desirable (AAI, ARM, CIC)

Tools

EPIC Agency Management 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.

THE OPPORTUNITY:

The Account Manager II manages a more complex or specialized book of insurance business, and providesprofessional, courteous service to clients, carrier representatives, underwriters, business partners, and HUBcolleagues. 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 IIs are responsibleto follow our best practices and broker standards.

DUTIES & RESPONSIBILITIES:

• Service day to day client needs including, fielding phone calls, email, and other communication relativeto 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 theProducer 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 progressand workload is appropriate
• Manage/Maintain relationships with underwriters to ensure positive results for clients, and negotiatecoverage with underwriters
• Ensure the completion and accuracy of proposals, binding of coverage, review of policies for accuracyand 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 andinformation
• Training and collaboration with team members to share and educate on coverage, exposures and clientknowledge
• Other duties as assigned.

QUALIFICATIONS:

• Four or more years insurance brokerage or property casualty insurance experience in accountmanagement role preferred
• High School or equivalent
• P & C Insurance Producer License Required
• Current with all necessary CE credits in required lines and states.
• Advanced professional designation highly desirable (e.g., AAI, ARM, CIC).

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 anemployee to successfully perform the essential functions of this job. Reasonable accommodations may bemade 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 talkor hear. The employee must occasionally lift and/or move up to ten pounds. Specific vision abilities required bythis job include close vision on computer monitor.

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.

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What we offer you

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

• 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.