Commercial Lines Account Manager

HUB International; Bluffton (SC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) matching program

Generous PTO package

Company-paid life and disability plans

Job summary

A large insurance brokerage in Bluffton is seeking a Commercial Lines Account Manager who will be responsible for managing a book of insurance business. The role requires providing excellent service to clients while retaining accounts and developing new business opportunities. Candidates must possess at least 3 years of insurance experience and excellent communication and organizational skills. This position offers competitive salaries and a strong benefits package.

Qualifications

• At least 3 years of applicable insurance/agency experience.
• Ability to handle competing demands and projects effectively.
• Significant skill in customer service and relationship management.

Responsibilities

• Manage a book of insurance business with autonomy.
• Provide professional service to clients and carriers.
• Develop new business from existing accounts and leads.
• Negotiate with underwriters and insurers as required.

Skills

Exceptional written and verbal communication skills

Customer service skills

Problem-solving skills

Detail-oriented

Teamwork

Organizational skills

Proficient with Microsoft Office Suite

Education

High-school diploma or equivalent

Relevant insurance license

Job description

About Hub International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in more than 600 offices throughout North America, HUB has grown substantially, in part due to our industry‑leading success in mergers and acquisitions.

What We Offer You

• Competitive salaries and benefits offerings
  • Medical, dental, vision and voluntary insurance options
  • Health Savings Account funding
  • 401(k) matching program
  • Company‑paid life and short‑term disability plans
  • Supplemental life and long‑term disability options
  • Comprehensive wellness program
  • Generous PTO package – vacation, holiday, sick and personal time off
• Great work/life balance because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be part of a motivated, winning team with the opportunity to learn from top talent in the industry
• Growth potential – HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Summary

The Commercial Lines Account Manager manages a book of insurance business, acting with a high degree of independent discretion, autonomy, and decision‑making. The role provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. The manager also provides high level support to producers in obtaining, maintaining, and expanding business and may be involved in account rounding and new business development as appropriate.

Essential Duties And Responsibilities

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with producers and HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, correspondence, documents, 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 clients.
• Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience‑based judgment.
• May also negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows up on cross‑selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems.
• Ensures the accuracy of data in those systems.
• Travels on company business as required.
• Prepares reports for management as required.
• Attends industry‑related continuing education training and courses.
• Performs other duties and projects as assigned.

Requirements

• At least 3 years of applicable insurance/agency experience.
• Exceptional written and verbal communication skills.
• Superior customer service and problem‑solving skills.
• Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).
• Detail‑oriented self‑starter.
• Ability to work in a team environment.
• Significant skill in handling competing demands and projects.
• Excellent organizational skills and ability to prioritize and delegate responsibility.

Education, Licensing Or Certification Requirements

• High‑school diploma or equivalent required.
• Relevant insurance license as per state/regional statutes.

Reasonable Accommodations

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. These accommodations are considered without regard to race, religion, color, sex, national origin, disability or any other characteristic protected by federal, state and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

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, veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.