Commercial Lines Account Manager: Client Service Leader

HUB International; San Diego (CA); On-site; USD 65,000 - 80,000; Full time

Job summary

HUB International in San Diego seeks an Account Manager to manage a book of insurance business and deliver professional service to clients, carriers, and partners. You will support Producers and Account Executives in obtaining, maintaining, and expanding business.

Responsibilities include client service, proposals, data accuracy, and cross-sell opportunities to grow the book of business.

Qualifications

• High School Diploma or GED required.
• 2–5 years of insurance industry experience preferred.
• Property & Casualty license required.

Responsibilities

• Assist Producers and Account Executives in client service and renewal processes.
• Prepare transactions, paperwork and internal processing for accounts.
• Analyze clients’ objectives and compare plans for suitability.
• Maintain accurate and organized client files and update agency systems.
• Identify cross-sell opportunities and support new business development.
• Coordinate client meetings with producers and team members.

Skills

Communication

Presentation

MS Office

Agency systems

Critical thinking

Lifelong learning

Relationship building

Customer service

Numerical ability

Multitasking

Education

High school diploma

Property & Casualty license

Tools

Microsoft Office

Outlook

Agency management systems

Job description

HUB International in San Diego seeks an Account Manager to manage a book of insurance business and deliver professional service to clients, carriers, and partners. You will support Producers and Account Executives in obtaining, maintaining, and expanding business.

Responsibilities include client service, proposals, data accuracy, and cross-sell opportunities to grow the book of business.