Account Manager - Insurance Solutions Group

HUB International•Bozeman, MT
•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 and insurance carrier staff. As the point-of-contact, you will assist the team by managing a book of commercial lines 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

  • Previous insurance industry experience preferred or professional business experience
  • Active Property & Casualty license; or willingness to obtain within 90 days of employment
  • High school diploma or GED required
  • Excellent customer service and proactive relationship management
  • Strong written and oral communication skills, with the ability to interact effectively across all levels of the organization
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems

Nice To Haves

  • college degree preferred

Responsibilities

  • Managing a book of commercial lines 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
  • Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
  • Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
  • Structured training, licensing support and ongoing development opportunities
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