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Account Manager II, Commercial Enterprise
HUB International. Manage a more 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 complex insurance accounts, client advocacy, and retention strategies while ensuring compliance with broker standards. Proficient in client relationship management, negotiation, and effective communication.
Highest-signal resume keywords
Insurance Brokerage ExperienceP & C Insurance Producer LicenseClient 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 ReviewNegotiating TermsClient Renewal ProcessCreating Client Policy SummariesMarketing Insurance ProductsInvoicingMaintaining Electronic Records
Soft Skills
Exceptional Customer ServiceStrong Written CommunicationStrong Oral CommunicationStrong Organization SkillsTeam Collaboration
Tools & Technologies
WordExcelOutlookInternet Utilization
Certifications & Qualifications
P & C Insurance Producer LicenseAAIARMCIC
Industry Keywords
Property Casualty InsuranceClient AdvocacyBroker StandardsInsurance RequirementsClient Retention
About the role
Key responsibilities & impact- Manage a more 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, and new lines of coverage as needed
- Follow HUB best practices and broker standards
- Service day-to-day client needs, including 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 accurate proposals, bind coverage, review policies, and create client policy summaries and binders
- Set up and maintain electronic records
- Maintain client files and information using best practices and internal broker standards
- Train and collaborate with team members on coverage, exposures, and client knowledge
- Perform other duties as assigned
Requirements
What you’ll need- Four 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 role, including sitting, using hands, fingers, talking or hearing, and occasionally lifting or moving up to ten pounds
Benefits
Comp & perks- Structured training, licensing support and ongoing development opportunities
- Competitive pay
- 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