Account Manager, Commercial
At a glance
Mid-level Account Management role at Hubinternational. Surrey · full-time · CA$65,000–CA$95,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Run an assigned commercial insurance book, advising clients, servicing accounts, and writing new business
- Build submissions in PolicyWorks or EPIC, compare rates, identify coverage gaps, and negotiate terms with underwriters
- Present coverage options, bind policies, issue cover notes, and prepare renewals, endorsements, proposals, and invoices
- Keep electronic records complete across EPIC, PolicyWorks, and Certificate Exchange or CSR24
- Review daily priorities, support receivables and reconciliation, and help develop newer team members
What you bring
- At least five years working in commercial insurance with broad technical knowledge of commercial products
- A British Columbia Level 2 General Insurance License
- Independent judgment, strong prioritization, and accurate work across competing account demands
- Strong client communication skills plus intermediate-to-advanced Microsoft Office ability
Who this fits
You’ll suit a seasoned commercial insurance professional who can independently lead client relationships and manage a book of business. The role is based in the office in Surrey and includes client visits and relationship-building activities. You’ll work collaboratively with branch departments while maintaining a high degree of accuracy and ongoing technical development.
From the employer
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 $95,000 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
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.
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