Account Manager - Commercial Insurance

HUB International•Bozeman, MT

1d•Hybrid

About The Position

The Account Manager supports clients in managing their commercial insurance policies and serves as a point of contact for clients and insurance carrier staff. The role manages a book of commercial lines accounts and helps ensure clients receive timely, accurate service. The position is hybrid, with three days per week in the office, and is based in Billings, Montana, with additional locations in Great Falls, Bozeman, and Missoula. Responsibilities include marketing accounts to carriers, preparing quotes and proposals, responding to policy inquiries by email and phone, maintaining renewal controls for expirations and binders, checking policies, endorsements, and audits for accuracy, and keeping account files accurate and organized. The role requires customer service, proactive relationship management, collaboration, and the ability to work independently with broad knowledge of insurance products and their uses.

Requirements

High school diploma or GED.
Active Property & Casualty license, or willingness to obtain one within 90 days of employment.
Excellent customer service and proactive relationship-management abilities.
Strong written and oral communication skills, including the ability to interact effectively across all levels of the organization.
Demonstrated proficiency with computer systems, including Microsoft Office and automated agency management systems.
Ability to take direction and follow instructions effectively while demonstrating initiative and attention to detail.
Ability to work positively in a team environment and collaborative culture.
Broad knowledge of insurance products and usages, and ability to work independently.
Ability to work at the designated HUB location.

Nice To Haves

Previous insurance industry experience or professional business experience.
College degree.

Responsibilities

Manage a book of commercial lines accounts.
Market accounts to insurance carriers.
Prepare quotes and proposals.
Respond promptly to policy inquiries by email and phone.
Maintain renewal controls on expirations and binders.
Check policies, endorsements, and audits for accuracy.
Maintain accurate and organized account files.
Build and facilitate positive, effective relationships with clients and insurance carrier staff.