Job description

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. **This is a hybrid role, requiring three days per week in the office.** SUMMARY The Account Manager II will provide professional, courteous service to our clients, producers, and company personnel. With a positive attitude, the AM will provide a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts. Working alongside the Producers, the AM shall be responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions. Issues related to policy processing, maintenance of client data on the Epic agency management system, routine changes (e.g., adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the AMII. This role requires an individual who is professional and who displays the drive, determination, and self-motivation to manage the needs of the producer and the clients. JOB RESPONSIBILITIES Manages a book of insurance business, while acting with the necessary level 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 our Sales staff in obtaining, maintaining, and expanding business. May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures. Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. Negotiate with underwriters and carriers. Troubleshoots claims and billing issues. Responsible for overall retention of accounts in assigned book of business. Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate. Produce binders, certificates, endorsements, and other related items while verifying their accuracy. Maintain controls on renewals and binders to ensure timely preparation and processing. Prepare summaries of insurance, schedules, and proposals as needed for account review. Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer. Assist Producers in the premium collection process and handle accounting issues. Refers current and prospective clients to other departments for solicitation of those lines of business. Assist clients with claims when necessary. Adhere to all Agency systems, procedures, and state regulations. Assist the Producer with the implementation of the client’s strategic plan. This includes: Assisting with key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc. Assist with the value-added services being provided by our Risk Services and Claims Management Divisions Work with producer to understand the clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stay 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 independent of manager approval. Assists the producer in managing, organizing, and conducting 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. Supports and helps develop less experienced CSA staff. Attends industry related continuing education training and courses. QUALIFICATIONS 3-5 years in experience in commercial lines with insurance company or agency A high school diploma required; some college preferred; college degree desired. Property and Casualty Insurance License Good telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members. Proficient with Microsoft Office Suite (Word, Excel, Outlook) Ability to understand policy forms and coverage descriptions. Proven mathematical skills. Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems. Ability to work in a positive team environment. Strong typing skills with an ability to compose clear and concise letters. Organizational skills required. Willingness to attend educational classes desired. High attention to detail essential LI-#MM 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. Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application. E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

Requirements

Must-haves

A path for every ambition.
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.
This is a hybrid role, requiring three days per week in the office.**
This role requires an individual who is professional and who displays the drive, determination, and self-motivation to manage the needs of the producer and the clients.
Manages a book of insurance business, while acting with the necessary level 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 our Sales staff in obtaining, maintaining, and expanding business.
May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. Negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
Responsible for overall retention of accounts in assigned book of business.
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
Produce binders, certificates, endorsements, and other related items while verifying their accuracy.
Maintain controls on renewals and binders to ensure timely preparation and processing.
Prepare summaries of insurance, schedules, and proposals as needed for account review.
Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.
Assist Producers in the premium collection process and handle accounting issues.
Refers current and prospective clients to other departments for solicitation of those lines of business.
Assist clients with claims when necessary.
Adhere to all Agency systems, procedures, and state regulations.
Assist with the value-added services being provided by our Risk Services and Claims Management Divisions
Assists the producer in managing, organizing, and conducting client meetings when necessary.

Nice-to-haves

A high school diploma required; some college preferred; college degree desired.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Vision

Paid Time Off

Parental Leave