HUB International · 20 hours ago
Account Manager, Commercial Lines
Pleasanton, CA
Full-time
Onsite
Entry, Mid Level
$80K/yr - $100K/yr
2+ years expHUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions to clients. The Account Manager for Commercial Lines is responsible for maintaining strong relationships with community association clients, ensuring timely delivery of renewal proposals, and serving as a trusted advisor on coverage strategy.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Maintain and strengthen relationships with property managers and HOA board members
Ensure the accurate and timely delivery of renewal proposals that align with each client's needs and expectations
Manage day-to-day servicing tasks such as answering coverage questions, processing endorsement requests, and providing initial guidance on claims
Attend HOA Board meetings (virtually or in-person) to present renewal proposals and respond to insurance-related questions
Act as the first point of contact in the event of a claim to assess whether the situation warrants formal submission
Negotiate coverage terms and premiums with carriers when necessary, particularly on complex or challenging renewal accounts
Stay current on carrier appetites, underwriting trends, and policy changes within the HOA insurance market
Collaborate with the ICS Renewal Team to direct appropriate carrier marketing strategies and placement decisions for each renewal
Represent the agency at industry events, trade shows, and client-hosted meetings
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
Prepares and implements all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability
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
Acts as liaison between clients and insurance carriers to resolve service issues. 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
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
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
Performs other duties and projects as assigned
Qualification
Required
High School Diploma/ GED
2-5 years insurance industry 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 efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
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