Account Manager - Personal Insurance

HUB International•Great Falls, MT

12d•Onsite

About The Position

In addition to all duties of a Policy Service Associate, may be expected to maintain a book of business based on location practice. Market and service accounts (new and existing) in a way that fosters new business development and existing client perpetuation. Process client requests for service; gather necessary information for submission; verify and maintain account files. Must be able to handle an account and sell policies from beginning to end as well as maintain compliance responses for accounts sold. Might also be required to help train employees at management’s request.

Requirements

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

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

Assist sales representatives and/or initiate sales calls
Manage client accounts
Market existing and new accounts; negotiation with company underwriters; present best options
Maintain all records
Review monthly renewals in advance.
Prepare and maintain relevant reports
Good written and verbal communication
Ability to interact & communicate positively with co-workers
Any other duties as appropriate and assigned by management