Account Manager, Insurance

HUB International

Napa (CA)

Hybrid

USD 60,000 - 70,000

Full time

6 days ago
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Benefits offered by this job

Licensing support
Health benefits
Retirement matching
Paid time off
Parental leave
Wellbeing program

Job summary

HUB International in Napa, CA is seeking an Account Manager (Licensed) to manage a renewal book and provide policy servicing for SPG Transportation - Last Mile Delivery. The role focuses on insureds, agents, and motor carriers with strong client service and industry knowledge.

The ideal candidate holds an active Property & Casualty license, a bachelor’s degree or equivalent, and 1 year of commercial insurance account management experience, with strong communication skills.

Qualifications

  • Active Property & Casualty Insurance License required.
  • 1 year of Commercial Insurance Lines Account Management experience preferred.
  • Strong communication skills and professional demeanor.

Responsibilities

  • Manage inbound and outbound calls with insureds, agents, and motor carriers regarding accounts, policy verification, and coverage questions.
  • Manage a renewal book of business on a monthly basis, ensuring timely and accurate processing.
  • Document communications and follow-ups, responding to client questions and concerns in a timely and professional manner.
  • Support policy life cycle servicing activities including, but not limited to: policy change requests (adds/deletes), billing questions, claims instructions, final audits, and pre-renewal questionnaires.
  • Meet quality assurance requirements and other key performance indicators.
  • Manage and grow relationships with insureds, brokers, and program partners.
  • Attend and participate in weekly team meetings.
  • Represent BizCHOICE Last Mile Delivery in a professional manner when engaging with insureds, agents, customers, vendors, and carrier partners.
  • Provide general support to department leadership and assist with special projects and initiatives as needed.

Skills

Communication skills
Oral & written communication

Education

Bachelor’s degree or equivalent
High School Diploma/GED

Tools

Microsoft Office

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.

About Specialty Program Group

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies).

About SPG Transportation - Last Mile Delivery

SPG Transportation’s Last Mile Delivery program has become a dominant force in the Final Mile contractor insurance space. We offer primary Auto Liability, General Liability, Physical Damage, Cargo, Excess, Workers’ Compensation, and Occupational Accident coverages – delivering tailored, best-in-class solutions to the transportation industry through our carrier partnerships with AmTrust and Great Plains Casualty.

The Account Manager (Licensed) Position

Provides licensed account management and policy servicing support for the SPG Transportation -Last Mile Delivery Program. This role is focused on managing a renewal book of business and delivering high-quality service throughout the policy life cycle. The strongest candidates will have experience in commercial insurance account servicing and a current Property & Casualty license.

Scope of Responsibilities
  • Manage inbound and outbound calls with insureds, agents, and motor carriers regarding accounts, policy verification, and coverage questions.
  • Manage a renewal book of business on a monthly basis, ensuring timely and accurate processing.
  • Document communications and follow-ups, responding to client questions and concerns in a timely and professional manner.
  • Support policy life cycle servicing activities including, but not limited to: policy change requests (adds/deletes), billing questions, claims instructions, final audits, and pre-renewal questionnaires.
  • Meet quality assurance requirements and other key performance indicators.
  • Manage and grow relationships with insureds, brokers, and program partners.
  • Attend and participate in weekly team meetings.
  • Represent BizCHOICE Last Mile Delivery in a professional manner when engaging with insureds, agents, customers, vendors, and carrier partners.
  • Provide general support to department leadership and assist with special projects and initiatives as needed.
Job Requirements
  • Active Property & Casualty Insurance License required.
  • Bachelor’s degree or equivalent work experience (High School Diploma/GED required).
  • 1 year of Commercial Insurance Lines Account Management experience preferred.
  • Strong oral and written communication skills.
  • Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
  • Sound judgment and the ability to make informed decisions when discussing coverage and providing insurance guidance.
  • Adherence to employee policies, including confidentiality requirements and carrier partner service practices and procedures.
  • Life & Health Insurance License preferred; willingness to obtain within the first 6 months of employment.
Working Conditions

General office conditions: This is a Hybrid position and will work out of our Napa office Monday - Friday, 7:00am - 4:00pm (local time).

Salary

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $60,000 - $70,000, plus eligibility for DUA bonus program, 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.

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 HUBRecruiting@HUBInternational.com. 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.

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