A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.
Summary:
The Senior Account Manager manages a more complex or specialized book of insurance business, and provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and HUB
colleagues. They may work independently, as part of a team or with a Producer to provide client advocacy, client retention, write new client accounts or lines of coverage as needed. Senior Account Managers are responsible for
following our best practices and broker standards. They will demonstrate leadership skills and serve as an expert resource and/or role model for less-experienced co-workers. Effective personal interactions are necessary to
contribute positively to the team. While the role does not directly supervise others, mentoring and supporting the overall growth and success of the team is an expectation of this position.
Duties & Responsibilities:
Service day-to-day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
Manage the execution of the New Business and Renewal process, including obtaining information, marketing, terms and pricing negotiation, quote review, presentation of options to the Producer and client where applicable, and invoicing.
Review quote documents to ensure all insurance requirements are included in quote proposal
Manage client relationship ensuring satisfaction
Manage and delegate work as needed to Associate Account Managers I and II, and Account Managers I and II to ensure their progress and workload is appropriate
Manage and maintain relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
Ensure the completion of proposals, binding of coverage, review of policies for accuracy and creation of client policy summaries and binders
Responsible for setting up and maintaining electronic records
Use best practices and internal broker standards for service and maintenance of client files and information
Train, mentor and collaborate with team members to share and educate on coverage, exposures and client knowledge
Super Team Support:
Contribute to a collaborative team environment by sharing coverage knowledge, client insights, and workflow expertise with less experienced team members.
Participate in Monthly Super Team Meetings and All Team Meetings, contributing to team communication, learning, and continuous improvement.
Embrace the Super Team concept as a vehicle for professional growth, both by receiving mentorship from senior team members and by supporting the development of others.
Qualifications:
Education Requirements:
☒ High School or equivalent
☐ Some College
☐ Associate degree
☐ Bachelor’s degree
☐ Master’s degree
Experience Requirements:
Six or more years insurance brokerage or property casualty insurance experience in account management role preferred
Applied EPIC Agency Management System experience preferred but not requiredLicensing or Certification…