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Account Manager II, Commercial Enterprise
HUB International. Manage a complex or specialized book of insurance business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing insurance accounts, client advocacy, and retention strategies while ensuring compliance with insurance requirements. Proficient in client relationship management and effective communication to enhance customer satisfaction.
Highest-signal resume keywords
P & C Insurance Producer LicenseInsurance Brokerage ExperienceClient Relationship ManagementCustomer Service SkillsApplied EPIC Agency Management System
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementData Entry SkillsReading ComprehensionPolicy ReviewNegotiation Skills
Soft Skills
Strong Written CommunicationStrong Oral CommunicationOrganization SkillsTeam CollaborationFollow Up Skills
Tools & Technologies
WordExcelOutlookInternet Utilization
Certifications & Qualifications
P & C Insurance Producer LicenseAAIARMCIC
Industry Keywords
Insurance BusinessClient RetentionCoverage NegotiationClient Renewal ProcessInsurance Requirements
About the role
Key responsibilities & impact- Manage a complex or specialized book of insurance business
- Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB colleagues
- Provide client advocacy and support client retention, new client accounts, or new lines of coverage as needed
- Field phone calls, email, and other communications regarding coverage questions, policy changes, payments, and cancellations
- Manage all aspects of the client renewal process, including obtaining updated information, marketing, negotiating terms and pricing, reviewing quotes, presenting renewal numbers, and invoicing
- Review quote documents to ensure insurance requirements are included
- Manage client relationships and ensure satisfaction
- Manage and delegate work to Associate Account Managers I and II
- Maintain relationships with underwriters and negotiate coverage
- Ensure proposals are complete and accurate
- Bind coverage, review policies for accuracy, and create client policy summaries and binders
- Set up and maintain electronic records
- Apply best practices and internal broker standards to client files and information
- Train and collaborate with team members on coverage, exposures, and client knowledge
- Perform other duties as assigned
Requirements
What you’ll need- Two or more years insurance brokerage or property casualty insurance experience in account management role preferred
- High School or equivalent
- P & C Insurance Producer License Required
- Current with all necessary CE credits in required lines and states
- Advanced professional designation highly desirable (e.g., AAI, ARM, CIC)
- Exceptional customer service skills
- Strong reading comprehension and analysis skills
- Strong data entry skills
- Strong written and oral communication skills
- Strong organization and follow up skills
- Ability to effectively work in a team environment
- Proficient in Word, Excel, Outlook, and internet utilization
- Applied EPIC Agency Management System experience preferred but not required
- Ability to meet the physical and environmental demands of the job, including regularly sitting, using hands/fingers, and talking/hearing, and occasionally lifting or moving up to ten pounds
- Close vision on computer monitor
- Required to be located in one of the listed posting locations: Anchorage, Alaska; Eugene, Oregon; Spokane, Washington; Pasco, Washington; or Lake Oswego, Oregon
Benefits
Comp & perks- Structured training
- Licensing support
- Ongoing development opportunities
- Comprehensive health benefits
- Retirement savings matching
- Company-paid life and disability plans
- Generous paid time off
- Paid parental leave
- Wellbeing program
- Collaborative, high-performing culture
- Community impact through HUB Gives
- Career growth opportunities
- Reasonable accommodations for qualified individuals with disabilities