Commercial Lines Client Account Specialist

Great opportunity to join our Property & Casualty team!

Are you a bright, outgoing, people-oriented person? If so, this is the career for you.

At HUB, we value education and continuous learning and are excited to assist you along your career development path.

As a Commercial Lines Client Account Specialist , you will provide professional, courteous account management and brokerage services to assigned clients, having the primary responsibility for account retention.

You will build relationships with internal and external customers while providing guidance and assistance. You will have continuous learning and development opportunities to work towards your career goals.

What makes us different than all the rest?

Our Vision : To be everywhere risk exists today and tomorrow. Helping protect what matters most.

Our Mission : To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values :

• Entrepreneurship : We encourage innovation and educated risk-taking.
• Integrity : We do the right thing every time.
• Teamwork : We work together to maximize results.
• Accountability : We measure and take responsibility for outcomes.
• Service : We serve customers, communities, and colleagues.

We are the perfect fit if you :

• Are seeking a progressive work environment at a rapidly growing organization
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• Believe in integrity and building success by developing relationships with others

Your job responsibilities as a Client Account Specialist :

Serve as the primary consultant to the client working with Producers who have the primary responsibility for client relationship management and initiating new sales.

The (CAS) has primary responsibility for retaining the account, acting as the de facto technical expert and broker-consultant.

• Possess a detailed knowledge of the client’s business and industry, being able to articulate applicable exposures to loss, insurance coverages and appropriate / available risk management / control solutions.
• Establish and maintain strong and productive professional relationships with insurance carrier marketing, underwriting and risk control staff, including a detailed familiarity with each carrier’s products and services in support of assigned clients.
• Directly oversee and coordinate the delivery of all HUB services to assigned clients throughout the policy cycle, including stewardship reports, delivery of risk control services, carrier meetings, claims reviews, preparation of coverage outlines and marketing of emergent and renewal coverage requests.
• Ensure all client service needs are promptly and professionally delivered at or before deadline.
• Conduct review with clients making coverage and loss control recommendations focused on reducing the client’s total cost of risk.
• Identify opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients’ needs.

At all times, be knowledgeable about and document what other insurance products and services the clients are purchasing through other providers and who those providers are.

• Be knowledgeable about and comply with HUB systems, procedures, and state / federal insurance regulations.
• Assists and mentors other team members. Answers questions on coverages and processes from other team members.

Qualifications :

• Bachelor’s degree or equivalent from a four-year college or university preferred.
• At least five years of experience servicing large commercial accounts preferred.
• Experience with Epic and other insurance-related software preferred.
• Earned and ability to maintain state property and casualty insurance license required.
• Earned and ability to maintain a designation for an accredited program (e.g., CIC, CPCU, AAI, or equivalent) required.
• An equivalent combination of education and / or relevant work experience may be substituted in lieu of minimum qualifications.
• Knowledge of insurance agency operations.
• Experience with working with and influencing decision-makers at the client level
• Strong leadership, mentoring, and team-building skills
• Significant skill in handling competing demands and projects
• Excellent verbal and written communication skills
• ability to design and deliver effective presentations using various media. This may range from conducting internal training to a sales or renewal presentation at a client’s office.
• Team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment.
• Strong communication, interpersonal, multi-tasking, and organizational skills.
• Must be thorough, detail-oriented, and responsible for working with confidential information.
• Ability to accommodate immediate requests, perform under short deadlines, and coordinate multiple jobs.
• Ability to function independently with minimal supervision.
• Willingness to travel occasionally

Why Choose HUB?

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.

Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time.

Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

When you join the team at HUB International, you become part of the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Becoming a part of HUB means that you thrive in an entrepreneurial and fast-paced team environment supported by over 18,000 professionals in 530 offices across North America.

What we offer you :

• A rewarding career helping local businesses in the community
• Rewards for top performers
• Medical / dental / vision / life insurance
• Parental Paid Leave
• Health Savings Account
• 401k matching program
• Voluntary insurance options
• Life and disability Plans
• A rewarding career helps local businesses in the community
• A work / life balance because that’s important for all of us
• Opportunity to learn from the expertise of your coworkers
• Growth- HUB is growing, and so can your career
• Ability to be part of a motivated, winning team

Department Account Management & ServiceRequired Experience : 5-7 years of relevant experienceRequired Travel : Up to 25%Required Education : Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race / ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

The EEO is the Law poster and its supplement is available here at.

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