Commercial Lines Senior Account Manager

HUB International; Tulsa (OK); Hybrid; USD 70,000 - 90,000; Full time

Job summary

HUB International is seeking a Commercial Lines Senior Account Manager in Tulsa, OK who will manage a book of business and provide day-to-day service for property/casualty clients. The role involves leading client discussions, enhancing client relationships, and ensuring high account retention.

The ideal candidate will have at least 5 years of large commercial account experience, strong communication skills, and must hold a P&C License or be able to obtain one within 120 days of hire. Join us to navigate the complexities of insurance!

Qualifications

• At least 5 years of experience in an Account Manager role in a brokerage environment.
• Large Commercial Account experience required.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Manage a book of insurance business with independent discretion and decision-making.
• Serve as primary point of contact for large or complex clients.
• Troubleshoot billing issues and provide resolutions for client questions.

Skills

Teamwork

Written Communication

Initiative

Quality Management

Project Management

Education

Bachelor’s degree

High school diploma or equivalent

P&C License

Tools

Microsoft Office (Excel, Word, PowerPoint)

BMS (EPIC)

Job description

## Commercial Lines Senior Account ManagerSolicitarremote type: Hybrid Workinglocations: Tulsa, OKtime type: Full timeposted on: Publicado hoyjob requisition id: R0036497Primary Role:The Commercial Lines Senior Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.Duties and Responsibilities:* Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making* Serves as primary point of contact for large or complex clients; often leads client discussions and presentations* Senior Account Managers possess deep technical product knowledge including lines and coverages. Senior Account Managers may help develop client strategy with Account Executives and Producers or independently* 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. The Senior Account Manager should own and grow relationships with key clients* May also be responsible for account rounding and in accordance with standard practices, policies, and procedures* Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards* Oversees the preparation and implementation of all transactions, paperwork, 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. Anticipates issues and proactively resolves complex problems, often without direct supervision* 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 billing issues* Responsible for overall retention of accounts in assigned book of business* Organizes and leads 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* Prepares reports for management as required* Oversees functions performed by Account Administrators and Account Managers as required.* Supports, mentors, and trains Account Administrators and Account Managers, as necessary.* Attends industry related continuing education training and courses.* Performs other duties and projects as assigned.Key Competencies:To perform the job successfully, an individual should demonstrate the following competencies:* Teamwork – Supports everyone's efforts to succeed.* Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.* Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.* Quality Management – Demonstrates attention to detail.* Project Management – Ability to lead a team and adhere to deadlinesQualification Requirements:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below 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.Experience and Education* At least 5 years of experience in an Account Manager role in brokerage environment required* Large Commercial Account experience required* Bachelor’s degree preferred* High school diploma or equivalent required* P&C License required or able to obtain within 120 days from hire* Advanced professional designation preferred (e.g. AAI, ARM, CIC, CPCU)Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.Other Requirements:Must hold a valid Driver’s LicenseDependable transportation/ability to work in an office environmentPublic Speaking/Language Skills:* Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.* Bilingual in English and Spanish a plus.Math Skills:* Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.Reasoning Ability:* Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.Computer Skills:* To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team.About UsHUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.**Join the HUB team!**Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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.