Commercial Lines Account Manager

HUB International; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Health Savings Account funding

401k matching

Life and Disability insurance

Wellness program

Generous PTO

Job summary

HUB International is seeking a Commercial Lines Account Manager to manage a book of insurance business with a high degree of autonomy. You will deliver professional client service to address carrier, producer, and HUB colleagues while pursuing retention and growth.

Role requires strong communication, collaboration with team members, and knowledge of insurance products. This full-time on-site position offers a comprehensive benefits package and opportunities for advancement.

Qualifications

• At least 3 years of insurance/agency experience is required.
• Excellent written and verbal communication skills are essential.
• Proficiency with Microsoft Office Suite and basic tech is expected.

Responsibilities

• Manage a book of insurance business with independence and sound judgment.
• Support Producers in obtaining, maintaining, and expanding business.
• Document conversations and update HUB systems and client records.
• Travel as required; collaborate with carriers, clients, and internal teams.

Skills

Communications skills

Customer service

Teamwork

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

ABOUT HUB INTERNATIONAL:

HUB International Limited ("HUB") is the 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 21000 employees in 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 insurance and voluntary insurance options
• Health Savings Account funding
• 401k 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 a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the 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, while acting with a high degree of independent discretion, autonomy, and decision-making. 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. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Makes decisions on books of insurance business for which the incumbent is responsible. 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. 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 their 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 to resolve. 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 when necessary. 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 per state/regional Statutes Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications 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.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience Required Travel: Negligible 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

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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.