Account Manager, Commercial Insurance

Reposted 4 Days Ago
Be an Early Applicant
Houston, TX, USA
In-Office
Mid level
Insurance
The Role
Service and retain a book of commercial lines insurance accounts: coordinate new and renewal business, prepare quotes and proposals, review policies and endorsements, maintain renewal controls and account files, liaise with carriers and producers, process invoices/endorsements/cancellations, gather underwriting data, generate reports, and assist in training colleagues.
Summary Generated by Built In

Our Account Managers play a critical role in ensuring clients receive the support they need to effectively manage their insurance policies. In this position, you are responsible for servicing and retaining commercial lines insurance clients. As the key liaison, you will build and maintain strong, positive relationships with both our valued clients and insurance carrier partners. Responsibilities include managing a book of commercial lines accounts, marketing to carriers, preparing quotes and proposals, responding promptly to policy inquiries via email and phone, maintaining renewal controls for expirations and binders, reviewing policies, endorsements, and audits for accuracy, and keeping accurate, organized account files.

In this role, you will:

  • Maintain a book of commercial accounts

  • Coordinate the processing of all commercial lines new and renewal business

  • Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients

  • Prepare quotations and prepare new client proposals

  • Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue

  • Review all new policies for accuracy

  • Process endorsements and renewals through communication/interfacing with clients and companies

  • Process invoices and credits for agency billed business

  • Process cancellations according to procedure manual

  • Pursue professional studies and maintain familiarity with trends in the industry and new insurance products

  • Improve/refine professional skills through continuing education

  • Maintain account files in accordance with established procedures

  • Gather underwriting, pricing, and supporting data for preparation of submission

  • Generate applicable reports

  • Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives

  • Assist in training other employees
     

Required Skills:

  • Current Property/Casualty Insurance License

  • 4-7 years of insurance brokerage experience

  • High school diploma required, though college degree preferred

  • Understand and analyze insurance coverages, forms, and policies

  • Above average math skills

  • Strong written, oral, and phone communication skills

  • Organize, set, and maintain priorities

  • Basic knowledge/experience with an agency management system

  • Strong working knowledge of Microsoft Office
     

What we offer you:

  • A rewarding job that helps local businesses in the community

  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

  • Generous time-off policies

  • A work/life balance because that’s important for all of us

  • Learn from the expertise of your coworkers 

  • Growth - HUB is growing, and so can your career

  • Be part of a motivated team
     

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
 

We are the perfect fit if you:

  • are seeking a progressive work environment at a rapidly growing organization

  • have a desire to help others protect their future

  • have an entrepreneurial spirit and are challenged by the opportunity to grow the business

  • are focused on learning and development to enhance your industry knowledge and expertise

  • are a self-starter willing to invest time and energy to learn the technical aspects of our business

  • believe in integrity and building success by developing relationships with others

This is a hybrid role requiring 3-days per week in office.

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.

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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Skills Required

  • Current Property/Casualty Insurance License
  • 4-7 years of insurance brokerage experience
  • 2-5 years of relevant experience
  • High school diploma or equivalent
  • College degree
  • Understand and analyze insurance coverages, forms, and policies
  • Above average math skills
  • Strong written, oral, and phone communication skills
  • Organize, set, and maintain priorities
  • Basic knowledge/experience with an agency management system
  • Strong working knowledge of Microsoft Office

HUB International Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.

  • Flexible Benefits Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
  • Healthcare Strength Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
  • Retirement Support A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.

HUB International Insights

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The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

What We Do

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. 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.

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