Account Manager, Commercial (Surrey)

Account Manager, Commercial (Surrey)

22 Oct
|
HUB International
|
Surrey

22 Oct

HUB International

Surrey

## Account Manager, CommercialApply: Onsite: Surrey, BC: Full time: Posted Today: R 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 perks, 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 beINNOVATIVEand open to sharing your ideas
* You work with URGENCY while provid

📌 Account Manager, Commercial (Surrey)
🏢 HUB International
📍 Surrey

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