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HUB

Global insurance brokerage with risk management

Account Manager - Commercial Lines

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeTulsa, OK, USANo salary listed

About the Job

Requirements

  • At least 3 years of experience in an account manager or account administrator role in an insurance environment.
  • A high school diploma or equivalent is required.
  • A property and casualty license is required or must be obtained within 120 days of hire.
  • A valid driver's license is required.
  • Dependable transportation and the ability to work in an office environment are required.
  • Ability to read and interpret safety rules, operating and maintenance instructions, procedure manuals, technical instructions, and written information.
  • Ability to write routine reports and correspondence and speak effectively with customers and teammates.
  • Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.
  • Ability to define problems, collect data, establish facts, draw valid conclusions, interpret technical instructions in mathematical or diagram form, and handle abstract and concrete variables.
  • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint, and ability to work in the EPIC broker management system.

Responsibilities

  • Manage a book of insurance business, routine client requests, and moderately complex client accounts independently, exercising discretion, autonomy, and decision-making.
  • Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues to meet or exceed account-retention expectations.
  • Support producers, senior account managers, and account executives in obtaining, maintaining, and expanding business, resolving common issues with limited guidance.
  • Perform account rounding in accordance with standard practices, policies, and procedures as applicable.
  • Work with producers and other personnel on client service, marketing, and renewals while adhering to broker standards.
  • Oversee the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts.
  • Understand clients’ insurance objectives; analyze and compare insurance plans for suitability; monitor industry and external changes affecting clients; and escalate complex issues appropriately.
  • Recommend appropriate responses to clients regarding relevant changes.
  • Serve as liaison between clients and insurance carriers to resolve complex service issues requiring policy interpretation and experience-based judgment, and negotiate with underwriters and carriers as needed.
  • Troubleshoot billing issues.
  • Maintain overall retention of accounts in the assigned book of business.
  • Organize and attend client meetings as necessary.
  • Document conversations with clients and carrier representatives, update HUB and broker management systems as needed, and ensure data accuracy.
  • Prepare reports for management as required.
  • Oversee account administrator functions as required.
  • Support, mentor, and train account administrators and new staff as necessary.
  • Attend industry-related continuing education training and courses.
  • Perform other assigned duties and projects.
  • Use written communication to prepare clear, informative work and effectively present numerical data.
  • Lead and contribute to team projects and adhere to deadlines.
  • Travel by car as needed to meet clients and attend outside events.

Desired Qualifications

  • A bachelor's degree is preferred but not required.
  • An advanced professional designation, such as CISR, AAI, ARM, CIC, or CPCU, is preferred or may be in progress.
  • Bilingual ability in English and Spanish is a plus.

About the Company

HUB

Global insurance brokerage with risk management

HUB International is a global insurance broker offering property and casualty, life and health, employee benefits, investment, and risk management services. It works through a decentralized network of local North American offices and grows by acquiring smaller brokerages to expand reach, delivering tailored insurance and advisory solutions. Its size and distributed structure combine local market knowledge with global resources to serve individuals, families, and businesses across industries like construction and healthcare. The goal is to help clients manage risk, protect assets, and achieve financial stability through comprehensive, integrated insurance and risk management services.

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

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