Account Manager I

Hub International Insurance•Kalispell, MT

2d•Onsite

About The Position

The Account Manager I may be assigned to maintain a book of business based on department needs, will demonstrate the ability to handle a book of business up to $200,000 in commission revenue, work directly with clients to answer questions and to obtain information for the purpose of providing a quote, endorsement, or renewal. Process client requests for service; gather necessary information for submission; verify and maintain account files.

Requirements

MUST hold current Property/Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements
Must be working towards CISR, BAM designation or equivalent
2-4 years’ insurance experience
High school diploma or equivalency
Department and Position Specific Training
Microsoft Office Applications
Office Etiquette
Ethics
Time Management
Advanced Customer Service
Basic Leadership Skills
E and O Basics
1-2 years of relevant experience

Nice To Haves

some college preferred
CISR Designation or similar insurance designation
Advanced Leadership Skills
Life and Disability License
Any additional designations/specializations
Supervise support team
Participate in training of new hires or less experienced teammates

Responsibilities

Manage client accounts including processing service requests, endorsements, cancellations, and other functions, handling book of business of $200,000, as available
Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
Providing insurance information and support to Sales Executives in a variety of written forms
Screening and processing insurance applications
Prepare and compile a variety of insurance-related documents within established procedures
Market existing and new accounts
Maintain all records
Maintain positive carrier relationships
Assist in meeting office sales goals
Any other duties as appropriate and assigned by management