Account Manager, Commercial

Job summary

The Account Manager serves as the primary advisor for a commercial insurance book of business, managing client relationships and ensuring operational excellence. They are responsible for gathering client data, preparing submissions, negotiating terms, and maintaining accurate account documentation.

Job details

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. The Account Manager is a seasoned Commercial insurance professional with deep technical knowledge across all commercial products. They independently manage a book of business as the lead client advisor, owning the client relationship end-to-end and delivering accurate coverage, exceptional service and operational excellence aligned with HUB's standards. This is an in-office role. Responsibilities Serve as the primary advisor on an assigned book of business, owning the client relationship, servicing accounts, and writing new business; partner with Account Executives on supported accounts and may be supported by an insurance advisor Deliver exceptional client service across the full book in alignment with HUB's service standards Participate in formal account reviews and Critical Path meetings Gather client data, build submissions in PolicyWorks or EPIC and prepare comprehensive rate comparisons Identify coverage gaps, negotiate rates and terms with underwriters and present terms to the client or to the Account Executive Bind coverage and issue cover notes Prepare and process all account documentation in accordance with HUB workflows, including: Certificates of Insurance Cover notes Summaries and proposals New business, renewals and endorsements Premium finance contracts Invoicing Maintain complete and accurate electronic files in EPIC, PolicyWorks and Certificate Exchange/CSR24 Attach all client instructions, bind orders and marketing correspondence in EPIC Assist with managing and collecting accounts receivable Support account reconciliation in collaboration with the accounting team Support ongoing learning and development of new team members Maintain ongoing professional development to enhance technical expertise Protect HUB from errors and omissions through diligence and accuracy Review and prioritize daily tasks, including activities and emails Collaborate cross-functionally with other branch departments as needed to ensure clients receive comprehensive support Make client visits and conduct relationship-building activities Qualifications & Skills Minimum 5 years of commercial insurance experience Level 2 General Insurance License (BC) Industry designation preferred (CAIB, CIP, or CRM) Demonstrated ability to work independently and manage competing priorities Superior client service, communication and interpersonal skills Strong attention to detail with a high degree of accuracy Comfortable in a fast-paced, collaborative client-focused environment Intermediate to advanced proficiency in Microsoft Office (Excel, PowerPoint, Word) The expected salary range for this position is $65,000 to $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 which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions. Why HUB? At HUB International, you’ll be part of a growing team that values collaboration, innovation, and professional development. This role offers the opportunity to shape how we train, support, and enable our Personal Lines teams across the Coastal region. If you enjoy variety in your work and want to make a tangible impact on how an organization operates, we’d love to hear from you. HUB International is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our Culture Starts with You We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business We want you to be INNOVATIVE and open to sharing your ideas You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues. You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER You work with a high degree of INTEGRITY and ACCOUNTABILITY What we offer you We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career. 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 Inserted bullet information here The HUB difference HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization. We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

What you’ll do

The Account Manager serves as the primary advisor for a commercial insurance book of business, managing client relationships and ensuring operational excellence. They are responsible for gathering client data, preparing submissions, negotiating terms, and maintaining accurate account documentation.

Requirements

Candidates must have a minimum of 5 years of commercial insurance experience and hold a Level 2 General Insurance License (BC). Industry designations such as CAIB, CIP, or CRM are preferred.

Benefits

• Extended health benefits
• Disability insurance
• RRSP matching
• Paid time off
• Paid parental leave
• Wellbeing program
• Life insurance

Listed skills

• Client Relationship Management · Preferred
• Risk Management · Preferred
• invoicing · Preferred
• Accounts receivable · Preferred
• Communication Skills · Preferred
• interpersonal skills · Preferred
• Attention to detail · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Commercial insurance
• Client relationship management
• Risk management
• PolicyWorks
• EPIC
• Coverage analysis
• Underwriting negotiation
• Account documentation
• Invoicing
• Accounts receivable
• Technical insurance knowledge
• Communication skills
• Interpersonal skills
• Attention to detail
• Microsoft Office
• Account Reconciliation
• Empathy
• Accountability
• Workflow Management
• Curiosity
• Time Off Management
• Service Standards
• Microsoft Excel
• Accounts Receivable
• Accounting
• Adaptability
• Underwriting
• Customer Relationship Management
• Customer Service
• Communication
• Finance
• General Insurance
• Marketing
• Innovation
• Interpersonal Communications
• Risk Management
• Operational Excellence
• Microsoft PowerPoint
• Wealth Management
• Relationship Building
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Consulting
• Commercial Account Manager
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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