Account Manager - Insurance Solutions Group

HUB International • Bozeman, MT

7d • Hybrid

About The Position

The Select Business Unit Account Manager I is expected to maintain a book of business based on location practice, will demonstrate the ability to handle a book of business up to $125,000 in commission revenue. 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.

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 designation
• 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/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 a book of business up to $125,000, as available
• Initiate or respond to sales calls for new business or account rounding
• Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
• 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
• ALL DUTIES OF POLICY SERVICE ASSOCIATE

Benefits

• HUB International Limited is an equal opportunity 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.
• E-Verify Program

What This Job Offers

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