Small Business Account Manager, Commercial Lines

Small Business Account Manager, Commercial Lines

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Our team is growing, and we’re looking for a relationship-driven professional who’s passionate about delivering exceptional service to clients. If you enjoy managing your own book of business while collaborating with a supportive team, this could be the perfect opportunity for you. As a Small Business Account Manager on our Select Team, you’ll be responsible for servicing and retaining commercial lines insurance clients, ensuring their needs are met with care and expertise.

• Maintain a book of commercial accounts
• Coordinate the processing of new and renewal commercial lines business
• Work with producers to maintain synergy with HUB International corporate goals, carrier requirements, and client needs
• Prepare quotations and new client proposals
• Complete new business applications, upload using the appropriate 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 industry trends and new products
• Improve/refine professional skills through continuing education
• Maintain account files in accordance with established procedures
• Gather underwriting, pricing, and supporting data for 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

• Current Property/Casualty Insurance License
• 4-7 years of 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

• 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

HUB International is a leading global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life, and health, employee benefits, investment, and wealth management products and services. With over 19,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry-leading success in mergers and acquisitions.

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 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 evolve as your needs change over time.

• 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

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