Commercial Lines Account Manager

HUB International; Cincinnati (OH); On-site; USD 58,000 - 72,000; Full time

Benefits offered by this job

Medical insurance

Dental/vision insurance

401k matching

Life and disability plans

Job summary

HUB International is seeking a Commercial Lines Account Manager to support clients and HUB colleagues with a focus on exceptional service. The role requires coordinating with clients and carriers, processing changes, renewals, certificates of insurance, and assisting with claims.

Ideal candidates have 2–5 years of relevant experience, knowledge of Applied Epic, and proficiency with MS Office. Ohio P&C licensure is required or must be obtained within 90 days.

Qualifications

• Experience in the insurance industry or knowledge of commercial insurance is highly preferred.
• Ohio Property and Casualty licensure is required or must be obtained within 90 days of employment.
• College degree preferred; high school diploma or equivalent required.

Responsibilities

• Communicate with clients, carriers, and teammates to provide answers related to commercial lines policies and products.
• Process policy changes, renewals, and certificates of insurance with accuracy.
• Prepare renewal proposals and summaries.
• Assist with claim reporting and follow-up.
• Maintain documentation to ensure compliance and organization.

Skills

Customer service

Communication

Office software

Insurance knowledge

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Applied Epic

MS Office

Job description

Position Summary

HUB International is seeking to add a Account Manager to their Commercial Lines team! The Commercial Lines Account Manager will provide administrative and professional support to commercial lines clients and HUB associates, with a focus on excellent customer service and teamwork.

About Hub International

HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in 700+ offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

What We Offer You

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• 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
  • Paid Parental Leave
  • 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

Essential Duties And Responsibilities

• Communicate with HUB associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
• Run Motor Vehicle Reports and accurately advise clients if employees are eligible drivers
• Sort, Scan and process all new mail items
• Deliver policies in a timely manner and in the format in which the Client Manager advises
• Request, process and handle mid-term change requests
• Properly document all communication and activity with HUB associates, clients and carriers to maintain compliance and organization
• Coordinate policy expirations with HUB associates to obtain and process renewal information
• Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
• Process complex certificates of insurance and contract reviews
• Process policies, cancellations and endorsements timely and accurately
• Prepare and update renewal proposals and summaries
• Complete policy application detail for newly bound policies into Epic
• Follow up on cancellations and billing issues by effectively communicating with client and carrier
• Assist with claim reporting and follow up
• Pursue and maintain professional insurance designations as recommended by HUB International
• Perform all other duties as assigned by Commercial Client Specialist Supervisor and/or Commercial Lines Operations Manager

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Requirements

• Prior working experience in the insurance industry or knowledge of commercial insurance and products is highly preferred
• Ohio Property and Casualty licensure is required, or needs to be obtained within 90 days of employment
• Professional designations are preferred
• College degree preferred. High school diploma or equivalent is required
• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
• Existing knowledge of Applied Epic is preferred
• Strong customer service, organization and time management skills
• Strong decision making and problem-solving skills

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

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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