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HUB International

Global insurance brokerage and risk management

Account Manager - Commercial Lines

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeSan Ramon, CA, USAHybrid

About the Job

Requirements

  • A high school diploma or GED is required.
  • Two to five years of insurance industry experience, preferably brokerage, or an equivalent combination of education and experience is required.
  • A Property and Casualty license is required.
  • Proficiency with Microsoft Office Suite, Outlook, and agency management systems is required.
  • Ability to communicate professionally and effectively, orally and in writing, with internal and external customers is required.
  • Ability to present information and respond to questions from groups of managers, clients, customers, and the general public is required.
  • Ability to use logic and reasoning to assess alternative solutions, conclusions, or approaches to problems is required.
  • Ability to interact effectively across organizational levels is required.
  • Ability to develop and maintain client relationships and work effectively with insurance and service vendors to meet client needs is required.
  • Ability to respond to customer needs, solicit feedback, and promptly and accurately handle difficult or emotional customer situations is required.
  • Ability to calculate discounts, interest, commissions, proportions, and percentages is required.
  • Ability to gather relevant information, analyze issues, and solve problems thoroughly and promptly is required.
  • Ability to prioritize and organize multiple tasks and responsibilities to complete assignments accurately and on time is required.
  • The role requires remaining stationary for most of the workday, frequently communicating with colleagues and clients in person and by telephone, operating a computer and office productivity equipment, and occasionally moving around the office.

Responsibilities

  • Work with Producers and other HUB personnel on client service, marketing, and renewals while following company best practices and procedures.
  • Provide professional service to clients, carrier representatives, underwriters, business partners, and colleagues, meeting or exceeding account-retention expectations.
  • Prepare and implement transactions, paperwork, and internal processing for assigned accounts.
  • Understand clients’ insurance objectives and analyze and compare insurance plans to assess suitability.
  • Keep informed about insurance-industry changes and external conditions affecting clients, make appropriate recommendations, and attend industry-related continuing education and training.
  • Act as a liaison between clients and insurance carriers to resolve service issues; negotiate with underwriters and carriers as appropriate; and troubleshoot claims and billing issues.
  • Identify appropriate cross-selling and upselling opportunities, and document other insurance products and services clients purchase through other providers and identify those providers.
  • Maintain organized account files by documenting client and carrier conversations, updating company and agency-management systems, and ensuring data accuracy.
  • Prepare reports, proposals, and comparisons for management as required.
  • Handle account rounding and develop new business when appropriate and in accordance with company practices and procedures.
  • Organize and conduct client meetings independently or with the producer.
  • Perform other assigned duties and projects.

Desired Qualifications

  • Brokerage experience is preferred.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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