Account Manager - Personal Insurance

HUB International • Bozeman, MT

2d • Hybrid

About The Position

Our Account Managers play a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients, insurance carrier staff, and our team. As the point-of-contact, you will assist the agency by managing a book of personal line accounts, including marketing to carriers, preparing quotes and proposals, quickly responding to policy inquiries (email, phone), maintaining renewal controls on expirations and binders, checking policies/endorsements/audits for accuracy, and maintaining accurate and organized account files.

Requirements

• High school diploma/GED (college preferred)
• Confidence and demeanor to effectively interact with all levels within the organization and clients
• Ability to work a computer (Microsoft Office Suite and Outlook)
• Property & casualty license (will pay for you to obtain within first 90 days)
• 1-2 years of relevant experience

Responsibilities

• Managing a book of personal line accounts
• Marketing to carriers
• Preparing quotes and proposals
• Quickly responding to policy inquiries (email, phone)
• Maintaining renewal controls on expirations and binders
• Checking policies/endorsements/audits for accuracy
• Maintaining accurate and organized account files

Benefits

• 401k plan where the Company matches 50% of the first 6% you contribute
• Paid parental leave
• Medical, dental, and vision options
• Robust wellness program
• Paid vacation, paid holidays, floating holidays and more!
• Hybrid work schedule (may be offered after probationary period)
• Customizable benefits package

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED