Account Manager II, Commercial Lines

HUB International; San Francisco (CA); On-site; USD 80,000 - 90,000; Full time

Job summary

HUB International is seeking an Account Manager II to manage a book of Commercial Lines accounts, delivering professional service to clients, carrier reps, and HUB colleagues. You will support Producers, coordinate renewals, and analyze risk to optimize coverage.

Responsibilities include preparing proposals, maintaining files, and mentoring junior staff while exploring cross-sell opportunities to grow the book. Strong communication and licensing are essential.

Qualifications

• 5+ years of account management experience; brokerage preferred.
• Property & Casualty license required.
• Strong communication and analytical skills.

Responsibilities

• Manage a book of Commercial Lines accounts and service clients.
• Coordinate with producers, underwriters, and carriers.
• Prepare reports, renewals, and risk analyses.
• Identify cross-sell and up-sell opportunities.

Skills

Account management

Customer service

Communication

Microsoft Office

Education

High school diploma

Tools

Outlook

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 II manages a book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues; manages complex risk and exposures and acts with a high degree of independent discretion, autonomy, and decision-making. The Account Manager II also supports Producers and other support staff in obtaining, maintaining, and expanding business.

DUTIES & RESPONSIBILITIES

Our Account Manager assists the Account Service Team in the Commercial Lines Department with a variety of account-management functions which ensure clients receive the service they need to properly manage their insurance policies. Performs general support functions to keep insurance policies in-force and active. Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.

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. Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for other support staff members. Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Coordinates the implementation of the client’s strategic plan.

This includes: Performing key "value-added" services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.; Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.

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 claims and billing issues. Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

In conjunction with the producer or independently, manages, organizes, and conducts client meetings

Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.

Prepares reports, proposal and comparisons for management as required. Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses. Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required. Supports, mentors, and trains other support staff members. Provides a high level of support to Sales staff in obtaining, maintaining, and expanding business. Performs other duties and projects as assigned.

QUALIFICATIONS

High School Diploma / GED 5+ years account management experience (brokerage preferred) or equivalent combination of education & experience Property & Causality License

KNOWLEDGE / SKILLS / ABILITIES

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Computer skills: proficiency with Microsoft Office Suite and Outlook.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Desire to learn and grow within the insurance industry.

WORKING CONDITIONS AND PHYSICAL DEMANDS

This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

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.

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 $80,000 - $90,000k 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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LIKE US SO FAR? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent

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.