Senior Account Manager, Commercial Lines

HUB International; Tulsa (OK); On-site; USD 65,000 - 95,000; Full time

Job summary

HUB International seeks a Commercial Lines Senior Account Manager to work with Producers and Account Executives, delivering day-to-day service for property/casualty clients. You will retain clients, support producers, and coordinate transactions with carriers, underwriters, and HUB teams.

The role emphasizes strong client relationships, retention, and effective communication, with opportunities for professional development and industry education.

Qualifications

• At least 5 years of experience in an Account Manager role in brokerage environment.
• 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).

Responsibilities

• Manages a book of insurance business with autonomy and decision-making.
• Provides professional service to clients, carrier representatives, underwriters, and partners to maintain retention.
• Supports Producers in obtaining, maintaining, and expanding business.
• May be responsible for account rounding and related tasks.
• Collaborates with Producers and HUB personnel on client service, marketing, and renewal matters.
• Oversees preparation and processing of transactions and documentation.
• Learns client objectives and analyzes plans to determine suitability.
• Stays informed on industry changes and advises clients accordingly.
• Acts as liaison between clients and carriers to resolve escalated issues.
• Mentors Account Administrators and attends continuing education.

Skills

Account management

Client service

Insurance knowledge

Bilingual English/Spanish

Education

Bachelor’s degree preferred

High school diploma or equivalent

P&C license

Tools

MS Office (Excel, Word, PowerPoint)

EPIC/BMS system

Job description

Primary 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
• 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 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
• 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 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 as required.
• Supports, mentors, and trains Account Administrators, as necessary.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Key Competencies

• Team Work – 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 deadlines

Qualification 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.

• 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 License Dependable transportation Public 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 big 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 Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Department

Department Account Management & Service Required Experience: 2-5 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.

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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.