HUB International · 2 months ago
Account Manager II, Commercial Lines
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$65K/yr - $85K/yr
5+ years expHUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions and advocating for clients. The Account Manager II is responsible for managing a book of insurance business, providing professional service, and supporting business expansion efforts through client relationship management and strategic planning.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures
Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for other support staff members
Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability
Coordinates the implementation of the client’s strategic plan. This includes: Performing key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.; Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues
Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are
May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
In conjunction with the producer or independently, manages, organizes, and conducts client meetings
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
Prepares reports, proposal and comparisons for management as required
Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses
Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required
Supports, mentors, and trains other support staff members
Provides a high level of support to Sales staff in obtaining, maintaining, and expanding business
Performs other duties and projects as assigned
Qualification
Required
High School Diploma / GED
5+ years account management experience (brokerage preferred) or equivalent combination of education & experience
Property & Causality License
Ability to effectively and professionally communicate orally and in writing with internal and external customers
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Desire to learn and grow within the insurance industry
Confidence and demeanor to effectively interact with all levels within the organization
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
Ability to effectively work with a team and coach others in developing their skills and abilities
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions
Preferred
hold a high school diploma/GED (college degree strongly preferred)
have at least 3+ years of related commercial lines insurance experience within a brokerage environment
are currently licensed in good standing
have the confidence and demeanor to effectively interact with all levels within the organization
are computer literate - Microsoft Office Suite and Outlook
Benefits
Health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
Paid-time-off benefits
Eligible bonuses
Equity and commissions for some positions
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase