HUB International · 2 months ago
Senior Account Manager - Commercial Lines
Scottsdale, AZ
Full-time
Hybrid
Senior Level
5+ years expHUB International is a leading global insurance broker, offering a comprehensive range of insurance solutions. The Senior Account Manager will provide professional service to clients, managing commercial accounts and ensuring high levels of client satisfaction and retention.
Financial ServicesInsuranceInsurTechRisk Management
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
Qualification
Required
Five (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
High attention to detail essential
Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week
Preferred
Some college preferred
College degree desired
Willingness to attend educational classes desired
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase