Account Manager - Commercial Insurance

HUB International•Whitefish, MT

11d•Onsite

About The Position

In addition to all duties of a Policy Service Associate, may be expected to maintain a book of business, 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. HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

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; some college preferred
1-2 years of relevant experience

Nice To Haves

some college preferred

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