Senior Account Manager, Commercial Lines

HUB International

. Manage a book of insurance business with independent discretion and decision-making .

Posted 10/14/2026full-timeTulsa • Oklahoma • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in managing large commercial accounts, maintaining client relationships, and providing exceptional service in the insurance brokerage environment. Proficient in analyzing insurance plans, negotiating with carriers, and leading client discussions while ensuring data accuracy and compliance with industry standards.

Highest-signal resume keywords

Large Commercial Account ExperienceP&C LicenseClient Relationship ManagementMicrosoft Office ProficiencyAccount Management in Brokerage Environment

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Insurance Plan AnalysisAccount RoundingData AccuracyTechnical Document InterpretationMathematical Problem Solving

Soft Skills

Effective CommunicationProblem SolvingMentoring and TrainingClient Service OrientationNegotiation Skills

Tools & Technologies

BMS (EPIC)Microsoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

P&C LicenseAAIARMCICCPCU

Industry Keywords

Insurance BrokerageClient RetentionCarrier RelationshipsAccount ManagementInsurance Industry Trends

About the role

Key responsibilities & impact

Manage a book of insurance business with independent discretion and decision-making
Serve as primary point of contact for large or complex clients
Lead client discussions and presentations
Provide day-to-day service for property/casualty clients
Maintain client relationships and support client retention
Maintain strong carrier relationships and understand client needs
Develop client strategy with Account Executives and Producers or independently
Support Producers in obtaining, maintaining, and expanding business
Own and grow relationships with key clients
Handle account rounding in accordance with standard practices, policies, and procedures
Collaborate with Producers and HUB personnel on client service, marketing, and renewal
Oversee preparation and implementation of transactions, paperwork, and internal processing
Analyze and compare insurance plans and make recommendations to clients
Monitor insurance industry and external changes affecting clients
Anticipate and proactively resolve complex problems
Liaise between clients and insurance carriers on escalated service issues
Negotiate with underwriters and carriers as needed
Troubleshoot billing issues
Ensure overall retention of assigned accounts
Organize and lead client meetings
Document client and carrier conversations and update HUB and agency management systems
Ensure data accuracy in internal systems
Prepare management reports
Oversee Account Administrator and Account Manager functions
Support, mentor, and train Account Administrators and Account Managers
Attend industry-related continuing education and training
Perform other assigned duties and projects

Requirements

What you’ll need

At least 5 years of experience in an Account Manager role in a brokerage environment required
Large Commercial Account experience required
High school diploma or equivalent required
P&C License required or able to obtain within 120 days from hire
Advanced professional designation preferred (e.g. AAI, ARM, CIC, CPCU)
Must hold a valid Driver’s License
Dependable transportation
Ability to work in an office environment
Ability to read and interpret technical documents and instructions
Ability to write routine reports and correspondence
Ability to speak effectively to customers and teammates
Proficiency in Microsoft Office, including Excel, Word, and PowerPoint
Ability to follow guidelines for working in BMS (EPIC)
Ability to add, subtract, multiply, and divide using whole numbers, fractions, and decimals
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret technical instructions in mathematical or diagram form
Some travel by car to meet with clients and attend outside events
Bilingual English and Spanish is a plus

Benefits

Comp & perks

Structured training
Licensing support
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