Account Manager, Insurance

HUB International

. Manage inbound and outbound calls with insureds, agents, and motor carriers regarding accounts, policy verification, and coverage questions .

Posted 10/16/2026full-timeNapa • California • United StatesMid-LevelSenior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing commercial insurance accounts, including policy verification, renewal processing, and client communication. Proficient in maintaining relationships with insureds and brokers while adhering to industry regulations and quality assurance standards.

Highest-signal resume keywords

Active Property & Casualty Insurance LicenseCommercial Insurance Lines Account ManagementMicrosoft Office ProficiencyStrong Oral and Written Communication SkillsSound Judgment in Insurance Guidance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy VerificationRenewal ProcessingClaims InstructionsPolicy Change RequestsBilling QuestionsFinal AuditsPre-Renewal QuestionnairesQuality Assurance RequirementsKey Performance IndicatorsAccount Management

Soft Skills

Strong Communication SkillsSound JudgmentRelationship ManagementTeam CollaborationDecision Making

Tools & Technologies

Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Active Property & Casualty Insurance LicenseLife & Health Insurance License

Industry Keywords

Commercial InsurancePolicy Life-Cycle ServicingInsurance GuidanceConfidentiality RequirementsCarrier Partner Service Practices

About the role

Key responsibilities & impact

Manage inbound and outbound calls with insureds, agents, and motor carriers regarding accounts, policy verification, and coverage questions
Manage a monthly renewal book of business, ensuring timely and accurate processing
Document communications and follow-ups and respond to client questions and concerns
Support policy life-cycle servicing, including policy change requests, billing questions, claims instructions, final audits, and pre-renewal questionnaires
Meet quality assurance requirements and key performance indicators
Manage and grow relationships with insureds, brokers, and program partners
Attend and participate in weekly team meetings
Represent BizCHOICE Last Mile Delivery professionally with insureds, agents, customers, vendors, and carrier partners
Provide general support to department leadership and assist with special projects and initiatives

Requirements

What you’ll need

Active Property & Casualty Insurance License required
Bachelor’s degree or equivalent work experience
High School Diploma/GED required
1 year of Commercial Insurance Lines Account Management experience preferred
Strong oral and written communication skills
Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint)
Sound judgment and ability to make informed decisions when discussing coverage and providing insurance guidance
Adherence to employee policies, confidentiality requirements, and carrier partner service practices and procedures
Life & Health Insurance License preferred
Willingness to obtain the Life & Health Insurance License within the first 6 months of employment
Monday–Friday availability, 7:00am–4:00pm local time

Benefits

Comp & perks

Eligibility for DUA bonus program
Comprehensive health, dental, vision, life, and disability insurance
FSA and HSA accounts
401(k) accounts and retirement savings matching
Paid time off
Paid parental leave
Wellbeing program
Structured training
Licensing support
Ongoing development opportunities
Company-paid life and disability plans
Eligible bonuses, equity, and commissions for some positions
Collaborative, high-performing culture
Community impact through HUB Gives