Senior Account Manager- CommercialIrving, TX

General Description (SUMMARY, Scope, Purpose)

This position will be responsible for providing senior account manager level support for our professional lines and enterprise banking insurance programs. Our client profile is a national footprint of 1,400+ community bank and credit union clients to which we provide a broad spectrum of insurance products and services. The Senior Account Manager position will specifically focus on our professional lines and enterprise banking insurance programs, which include Financial Institution Bond, D&O, Cyber, Bankers Professional Liability, Debit Card Fraud, Trust Services Liability, Employment Practices Liability, etc.).

About Us :

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. 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 and investment professionals to better serve our valued clients. HUB Financial Services provides insurance solutions and products for small- to mid-sized financial institutions. We enjoy the resources and structure of HUB International, one of the world’s largest insurance brokers, while maintaining a tight-knit and fun local office culture.


  • Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making.

  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.

  • Provides a high level of support to Producers in obtaining, maintaining, and expanding business.

  • May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

  • Oversees (and performs when needed) the preparation and implementation of transactions, paperwork, and internal processing for assigned accounts. Includes acting as Back-up for Account Technician support staff

  • Coordinates the implementation of the client’s strategic plan. This includes:

  • Performing key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.

  • Coordinating the value-added services being provided by our Risk Services and Claims Management Divisions.

  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.

  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.

  • Responsible for overall retention of accounts in assigned book of business.

  • Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.

  • In conjunction with the producer, manages, organizes, and conducts client meetings when necessary.

  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.

  • Travels on company business as required. Prepares reports for management as required.

  • Supports, mentors, and trains Account Technician support staff.

  • Attends industry related continuing education training and courses.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.


  • P&C insurance license

  • EPIC system experience, preferred

  • A high school diploma required; some college preferred

  • Experience working with community bank bond / D&O / property and casualty insurance programs.

  • Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members.

  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

  • Ability and willingness to utilize company’s computer system and software

  • Strong typing skills with an ability to compose clear and concise letters

  • Ability to understand policy forms and coverage descriptions

  • Organizational skills required

  • Willingness to attend educational classes desired

  • High attention to detail is essential

  • Remote availability

Licensing or certification Requirements

  • Requisite insurance license


The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.


To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

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

EEOAA Policy

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit