Home
/
Account Management
/
Account Manager, Commercial Lines
Account Manager, Commercial Lines-July 2024
Tulsa
Jul 4, 2025
About Account Manager, Commercial Lines

  Primary Role:

  The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.

  Duties and Responsibilities: Manages a book of insurance business, while acting with a high degree 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 Risk Consultants in obtaining, maintaining, and expanding business May also be responsible for account rounding and in accordance with standard practices, policies, and procedures Works closely with Risk Consultants and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays 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 Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers Troubleshoots billing issues Responsible for overall retention of accounts in assigned book of business Organizes client meetings when necessary Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary. Ensures the accuracy of data in those systems Prepares reports for management as required Oversees functions performed by Account Administrators as required. Supports, mentors, and trains Account Administrators, as necessary. Attends industry related continuing education training and courses. Performs other duties and projects as assigned. Key Competencies:

  To perform the job successfully, an individual should demonstrate the following competencies: Team Work - Supports all organizational departments in a collaborative effort for everyone to succeed. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Quality Management - Demonstrates attention to detail. Project Management - Ability to lead and contribute team and adhere to deadlines Qualification Requirements:

  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  Experience and Education At least 3 years of experience in an Account Manager/Account Administrator role in insurance environment. High School Diploma Bachelor's degree preferred but not required P&C License required or able to obtain within 120 days from hire Advanced professional designation preferred or in progress (e.g. CISR, AAI, ARM, CIC, CPCU) Physical Requirements:

  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

  Other Requirements:

  Must hold a valid Driver's License

  Dependable transportation

  Public Speaking/Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates. Bilingual in English and Spanish a big plus. Math Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Computer Skills: To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team. About Us

  HUB International is a recognized global leader dedicated to helping individuals and

  companies navigate risk and manage the complexities of insurance.

  Ranked 5th among the World's Largest Brokers by Business Insurance Ranked 5th as a Top Global Broker by Best's Review Join the HUB team!

  Apply today!

  Department Account Management & Service

  Required Experience: 2-5 years of relevant experience

  Required Travel: Negligible

  Required Education: High school or equivalent

  HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

  EEOAA Policy

  E-Verify Program

  We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

  Hi, we're HUB.

  In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

  When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

  And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

  About HUB International

  Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Focus Account Manager
Job Description When you're part of the team at Thermo Fisher Scientific, you'll do important work. Surrounded by collaborative colleagues, you'll have the support and opportunities that only a globa
Strategic Account Manager
Job Description Company Summary: Thermo Fisher Scientific Inc. (NYSE: TMO) is the world leader in serving science, with revenues of $17 billion and 50,000 employees in 50 countries. Its mission is to
Customer Success Engineer - NGFW
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Relationship Banker
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Relationship Banker - South 441 Financial Center
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how
Associate Customer Success Representative Spanish Everyday Banking
About this role: Wells Fargo is seeking an Associate Customer Success Representative Spanish in Everyday Banking as part of Consumer and Small Business Banking Operations. Learn more about the career
Account Manager
About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Progr
Commercial Lines Technical Assistant
ABOUT HUB INTERNATIONAL: HUB International Limited (HUB) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and hea
AWS Cloud Engagement Manager, Northeast
Company Description Our Mission At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a worl
Estée Lauder - Counter Manager - Boots- Covent Garden - 37.5 Hours
Position Summary: Estée Lauder is the flagship brand of The Estée Lauder Companies Inc. Founded by Mrs. Estée Lauder, the brand today continues her legacy of creating the most innovative, sophisticat
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved