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Senior Commercial Account Manager
HUB InternationalSenior Account Manager providing operational support to commercial lines clients at HUB International. Focused on customer service, teamwork and career development in commercial insurance.
About the role
Key responsibilities & impact- Communicate with associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
- Investigate and resolve issues in a timely and thorough manner seeking help from associates, carriers and other resources as needed
- Document all communication and activity accurately and timely
- Accurately review and compare carrier quote worksheets, terms and conditions
- Coordinate policy expirations with associates to obtain and process renewal information
- Create new and renewal certificates of insurance templates in CSR24, ensuring accuracy of policy detail and attachments
- Process complex certificates of insurance and contract reviews
- Process policies, cancellations, audits and endorsements
- Prepare and update renewal proposals and summaries
- Complete policy application details for newly bound policies into Epic
- Quote, bind and issue flood policies and assist with flood renewals
- Responsible for agency billing, including creating premium allocations & renewals and following up on cancellations and billing issues
- Attend and participate in carrier and client meetings
- Participate in applied user group online forums and education for latest trends in Epic and CSR24
- Pursue and maintain professional insurance designations as recommended by HUB
- Perform all other duties as assigned by Commercial Account Manager Supervisor and/or Commercial Lines Operations Manager
Requirements
What you’ll need- 5+ years of Commercial Insurance experience and knowledge of commercial insurance and products required
- Ohio Property and Casualty license required
- Professional designations are preferred
- College degree preferred. High school diploma or equivalent is required
- Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
- Existing knowledge of Applied Epic is preferred
- Proficient at navigating multiple carrier websites and online rating platforms
- Strong customer service, organization and time management skills
- Strong decision making and problem-solving skills
Benefits
Comp & perks- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Paid Parental Leave
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance, because that’s important for all of us!
- Focus on creating a meaningful environment through employee engagement events
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial insurancepolicy processingcertificate of insurancecontract reviewpolicy applicationflood policy issuancepremium allocationrenewal proposal preparationcancellation processingaudit processing
Soft Skills
customer serviceorganizationtime managementdecision makingproblem solvingcommunication
Certifications
Ohio Property and Casualty licenseprofessional insurance designations