Commercial Account Manager

HUB International • Victoria, BC

27d • CA$65,000 - CA$85,000 • Onsite

About The Position

HUB International is a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. As a Commercial Account Manager, you will interact with commercial clients, maintain professional business relationships with new and existing clients and insurers and manage an entire book of business. The Commercial Account Manager reviews and prepares the commercial client files, leads marketing efforts, and while evaluating and pricing the insured’s risk.

Requirements

• Self-motivated
• Strong sense of urgency
• Ability to provide measurable deliverables to Account Managers and clients
• 5+ years of commercial experience as an Insurance Advisor
• Level 2 insurance license
• Good communication, problem solving and critical thinking skills
• Pro-active and a self-starter
• Commercial bonding experience is required
• Experience with marketing and assisting with client contacts on accounts within the book of business
• Confident to work independently without supervision
• Superior client service, presentation and interpersonal skills
• A keen attention to detail
• Solutions oriented and a critical thinker
• Work well in a fast paced, client-focused environment
• Motivated to contribute within a team environment

Responsibilities

• Provide exceptional client care as primary client service contact
• Respond to client requests directly (or indirectly from the Senior Account Manager/Account Executive and/or Marketer), compiling information and submitting information to appropriate insurance companies and binding coverage where appropriate
• Participate in formal account reviews; assisting in account rounding and working diligently to provide value-added services for clients
• Prepare submissions in Policy Works and EPIC
• Prepare proposals, cover notes, client correspondence, certificates, and invoices as per agency standards
• Assist Account Teams with various administrative functions
• Review and prioritize all assigned tasks on a daily basis including, company mail, emails, abeyances/activities
• Maintain accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange and physical files as per agency standards
• Manage the Marketing of accounts to include new, renewal, and midterm changes
• Collect data from the client, create an expert submission to be presented, negotiate suitable rates and coverages with company underwriters, present account executives with best programs, and bind coverage.
• Provide training and guidance to new Insurance Advisors on the team
• Other responsibilities as needed

Benefits

• extended health benefits
• disability insurance
• RRSP matching
• paid-time-off benefits
• eligible bonuses
• commissions for some positions
• Paid day off for your birthday
• Paid half a day off for volunteering in your community
• Room to grow within the organization
• Lots of company perks
• great compensation
• HUB Ready training for new employees
• financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed