Account Manager, Commercial

Posted 2 Days Ago
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Surrey, BC, CAN
In-Office
65K-90K Annually
Senior level
Insurance
The Role
Manages a commercial insurance book of business as the primary client advisor, handling client relationships, new business, renewals, coverage analysis, submissions, negotiations, documentation, binding, invoicing, and account reconciliation. The role requires commercial insurance expertise, independent prioritization, accurate records, client service, collaboration, and support for team development. It is an in-office position with client visits and relationship-building activities.
Summary Generated by Built In

A path for every ambition.


At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.


Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.


Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.


Your ambition has a home here.


The Account Manager is a seasoned Commercial insurance professional with deep technical knowledge across all commercial products. They independently manage a book of business as the lead client advisor, owning the client relationship end-to-end and delivering accurate coverage, exceptional service and operational excellence aligned with HUB's standards.

This is an in-office role.


Responsibilities

  • Serve as the primary advisor on an assigned book of business, owning the client relationship, servicing accounts, and writing new business; partner with Account Executives on supported accounts and may be supported by an insurance advisor
  • Deliver exceptional client service across the full book in alignment with HUB's service standards
  • Participate in formal account reviews and Critical Path meetings
  • Gather client data, build submissions in PolicyWorks or EPIC and prepare comprehensive rate comparisons
  • Identify coverage gaps, negotiate rates and terms with underwriters and present terms to the client or to the Account Executive
  • Bind coverage and issue cover notes
  • Prepare and process all account documentation in accordance with HUB workflows, including:
    • Certificates of Insurance
    • Cover notes
    • Summaries and proposals
    • New business, renewals and endorsements
    • Premium finance contracts
    • Invoicing
  • Maintain complete and accurate electronic files in EPIC, PolicyWorks and Certificate Exchange/CSR24
  • Attach all client instructions, bind orders and marketing correspondence in EPIC
  • Assist with managing and collecting accounts receivable
  • Support account reconciliation in collaboration with the accounting team
  • Support ongoing learning and development of new team members
  • Maintain ongoing professional development to enhance technical expertise
  • Protect HUB from errors and omissions through diligence and accuracy
  • Review and prioritize daily tasks, including activities and emails
  • Collaborate cross-functionally with other branch departments as needed to ensure clients receive comprehensive support
  • Make client visits and conduct relationship-building activities

Qualifications & Skills

  • Minimum 5 years of commercial insurance experience
  • Level 2 General Insurance License (BC)
  • Industry designation preferred (CAIB, CIP, or CRM)
  • Demonstrated ability to work independently and manage competing priorities
  • Superior client service, communication and interpersonal skills
  • Strong attention to detail with a high degree of accuracy
  • Comfortable in a fast-paced, collaborative client-focused environment
  • Intermediate to advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)

The expected salary range for this position is $65,000 to $90,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions. 


Why HUB?

At HUB International, you’ll be part of a growing team that values collaboration, innovation, and professional development. This role offers the opportunity to shape how we train, support, and enable our Personal Lines teams across the Coastal region. If you enjoy variety in your work and want to make a tangible impact on how an organization operates, we’d love to hear from you.

HUB International is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.


Our Culture Starts with You  

  • We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business  
  • We want you to be INNOVATIVE and open to sharing your ideas  
  • You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.  
  • You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER  
  • You work with a high degree of INTEGRITY and ACCOUNTABILITY 

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

  • Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
  • Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
  • A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
  • Inserted bullet information here

The HUB difference

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.


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

  • Minimum 5 years of commercial insurance experience
  • Level 2 General Insurance License in British Columbia
  • CAIB, CIP, or CRM industry designation
  • Ability to work independently and manage competing priorities
  • Superior client service, communication, and interpersonal skills
  • Strong attention to detail and high degree of accuracy
  • Ability to work in a fast-paced, collaborative, client-focused environment
  • Intermediate to advanced proficiency in Microsoft Office, including Excel, PowerPoint, and Word

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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