Account Manager, Commercial Lines

HUB International

. Manage a book of insurance business .

Posted 9/22/2026full-timeRiverside • California • United StatesJuniorMid-Level💰 $65,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing insurance accounts, providing exceptional client service, and effectively communicating with various stakeholders. Proficient in analyzing insurance plans and maintaining strong client relationships while navigating industry changes.

Highest-signal resume keywords

Insurance Industry ExperienceProperty & Casualty LicenseMicrosoft Office Suite ProficiencyClient Relationship ManagementCritical Thinking and Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Plan AnalysisTransaction PreparationAccount ManagementClaims TroubleshootingData Analysis

Soft Skills

Effective CommunicationCustomer ServiceOrganizational SkillsNegotiation SkillsPresentation Skills

Tools & Technologies

Agency Management SystemsMicrosoft Outlook

Certifications & Qualifications

High School Diploma / GEDAssociate DegreeProperty & Casualty License

Industry Keywords

Insurance BrokerageClient ServiceCross-SellingUp-SellingContinuing Education

About the role

Key responsibilities & impact

Manage a book of insurance business
Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
Support Producers and/or Account Executives in obtaining, maintaining, and expanding business
Work with Producers and HUB personnel on client service, marketing, and renewal activities
Prepare and implement transactions, paperwork, and internal processing for assigned accounts
Understand clients’ insurance objectives and analyze and compare insurance plans for suitability
Maintain current knowledge of insurance industry changes and make recommendations to clients
Attend industry-related continuing education training and courses
Liaise between clients and insurance carriers to resolve service issues
Negotiate with underwriters and carriers as needed
Troubleshoot claims and billing issues
Identify cross-sell and up-sell opportunities for HUB products and services
Document other insurance products and services clients purchase through other providers
Maintain accurate and organized account files and update HUB and agency management systems
Prepare reports, proposals, and comparisons for management
Support account rounding and new business development as appropriate
Organize and conduct client meetings with or without the producer
Perform other duties and projects as assigned

Requirements

What you’ll need

High School Diploma / GED
Associate degree (2-year degree)
2-5 years insurance industry experience, brokerage preferred, or equivalent combination of education and experience
Property & Causality License
Proficiency with Microsoft Office Suite, Outlook, and agency management systems
Ability to communicate effectively and professionally orally and in writing
Ability to present information and respond to questions from groups of managers, clients, customers, and the general public
Critical thinking and problem-solving ability
Knowledge of insurance industry changes and external conditions affecting clients
Ability to develop and maintain strong client relationships
Ability to work effectively with insurance and service vendors
Ability to respond to customer needs and handle difficult or emotional customer situations
Ability to calculate discounts, interest, commissions, proportions, and percentages
Ability to gather information, analyze facts, and solve problems
Ability to prioritize and organize multiple tasks and responsibilities
Must be able to communicate and exchange accurate information
Must be able to operate a computer and office productivity machinery
No travel required

Benefits

Comp & perks

Comprehensive health, dental, vision, life, and disability insurance
Flexible benefits options
FSA and HSA accounts
401(k) accounts
Paid-time-off benefits
Eligible bonuses, equity, and commissions for some positions
Continuous opportunities for growth and development
Competitive, exciting, and friendly work environment
Financial security and career satisfaction
Reasonable accommodations throughout the application and hiring process