Commercial Lines Account Manager

HUB International; Columbus (OH); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental/Vision insurance

401k matching

Paid parental leave

Generous PTO

Job summary

HUB International in Columbus, OH is seeking an experienced Commercial Lines Account Manager to support clients and HUB colleagues with a focus on service excellence and teamwork.

Responsibilities include communicating with clients and carriers, processing mid-term changes, managing renewals and certificates, and ensuring timely delivery of policies. Ohio P&C licensure is required or will be obtained within 90 days; high school diploma required; college degree preferred.

Qualifications

• 2–5 years of relevant experience in commercial insurance.
• Ohio Property & Casualty license required or must be obtained within 90 days.
• High school diploma or equivalent required; college degree preferred.
• Professional designations are encouraged.
• Strong customer service, organization and time-management skills.
• Proficiency with Microsoft Office; Applied Epic knowledge preferred.

Responsibilities

• Communicate with HUB associates, clients and carriers by phone and email to answer questions about commercial lines policies.
• Process mid-term change requests and renewals; update policy documentation as needed.
• Deliver policies in a timely manner in the format requested by clients and managers.
• Coordinate policy expirations and certificates; prepare renewal proposals and summaries.
• Assist with claim reporting and follow-up; maintain accurate records for compliance.

Skills

Customer service

Communication

Time management

Organization

Microsoft Office

Education

High school diploma or equivalent

College degree preferred

Professional designations preferred

Tools

Applied Epic

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:

• 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

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 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.

Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.