5+ years of experience in commercial insurance account management
Strong understanding of insurance policies and coverage options
Proven ability to build and maintain client relationships
Excellent negotiation and communication skills
Experience in claims management and customer service
Ability to mentor and lead junior team members
Responsibilities
Manage relationships with a portfolio of commercial insurance clients
Conduct regular meetings to review coverage and address client needs
Oversee the full lifecycle of insurance policies from inception to renewal
Lead the renewal process and negotiate competitive terms with carriers
Assist clients with claims reporting and ensure timely updates
Provide mentorship and training to junior account executives
Ensure compliance with state insurance laws and company policies
Benefits
Comprehensive health, dental, and vision insurance
401(k) with company matching contributions
Generous paid time off and parental leave
Structured training and ongoing development opportunities
Collaborative culture with community engagement initiatives
Full Job Description
Essential Duties and Responsibilities 1. Client Relationship Management
Manage and maintain relationships with an assigned portfolio of commercial insurance clients.
Serve as the primary point of contact for client inquiries, service requests, and insurance-related matters.
Develop strong client relationships to ensure satisfaction, retention, and long-term business growth.
Proactively identify client needs and recommend appropriate insurance coverage solutions.
Conduct regular client meetings and coverage reviews.
Address and resolve complex client service issues in a timely and professional manner.
2. Insurance Policy Management & Administration
Manage the full lifecycle of commercial insurance policies, including new business, renewals, endorsements, and cancellations.
Review insurance policies, applications, proposals, and coverage documents for accuracy.
Coordinate with insurance carriers and underwriters to obtain quotations and negotiate coverage terms.
Ensure policies are issued accurately and in accordance with client requirements.
Review coverage limits, exclusions, deductibles, and policy conditions.
Process certificates of insurance, binders, endorsements, and other insurance documentation.
Monitor policy expiration dates and ensure timely renewal processing.
3. Renewal & Marketing Activities
Lead the renewal process for assigned accounts.
Collect and review updated underwriting information and renewal applications.
Coordinate insurance marketing submissions to multiple carriers when appropriate.
Compare insurance quotations, coverage terms, pricing, and conditions.
Present renewal proposals and coverage recommendations to clients.
Negotiate with insurance carriers to obtain competitive premiums and favorable coverage terms.
Identify opportunities for account rounding, cross-selling, and additional coverage.
4. Claims & Customer Service Support
Assist clients with claims reporting and coordinate communication with insurance carriers and claims adjusters.
Monitor claim status and follow up on outstanding claims-related matters.
Help resolve coverage questions and service issues.
Ensure clients receive timely updates and appropriate assistance throughout the claims process.
Maintain accurate records of client communications and service activities.
5. Team Leadership & Mentoring
Provide guidance, training, and mentorship to junior account executives and account representatives.
Assist with reviewing complex insurance accounts and identifying potential coverage issues.
Share industry knowledge, best practices, and technical expertise with team members.
Support the Account Management Director in improving departmental procedures and workflows.
Assist in monitoring workload distribution and service quality.
Promote teamwork and collaboration across departments.
6. Compliance & Documentation
Ensure all account activities comply with applicable state insurance laws, regulations, and company policies.
Maintain accurate and complete client files, policy records, and documentation.
Ensure proper handling of confidential client information.
Maintain required insurance licenses and continuing education credits.
Follow company procedures regarding policy issuance, renewals, and documentation.
Ensure all insurance transactions are properly documented in the agency management system.
The expected salary range for this position is $75,000 - $90,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.
What we offer you
We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.
Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
About Hub International Limited
Hub International Limited is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. With more than 13,000 employees in offices located throughout North America, Hub's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
