Commercial Account Manager

HUB International; Nelson; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading insurance brokerage in Nelson, BC is seeking a Commercial Account Manager. This role involves managing commercial client accounts, providing exceptional client care, and preparing necessary documentation. The ideal candidate will have 2-5 years of relevant experience and a Level 2 insurance license. Join a dynamic team that values teamwork and continuous learning, with comprehensive benefits and growth opportunities.

Benefits

Comprehensive health benefits

Paid day off for your birthday

Paid half a day off for volunteering

Qualifications

• 2-5 years of relevant experience in commercial insurance.
• Ability to provide measurable deliverables to Account Managers and clients.
• Commercial bonding experience is required.

Responsibilities

• Provide exceptional client care as primary client service contact.
• Respond to client requests and manage client files.
• Prepare submissions in Policy Works and EPIC.

Skills

Client service

Communication

Problem solving

Critical thinking

Attention to detail

Education

Level 2 insurance license

Commercial experience as an Insurance Advisor

Tools

Policy Works

EPIC

Job description

Commercial Account Manager page is loaded

Commercial Account Manager

Apply remote type Onsite locations Nelson, BC time type Full time posted on Posted Yesterday job requisition id R0031653

Commercial Account Manager

Hi, we’re HUB!

We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

Are you a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you!

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.

A day in the life -

• 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 function
• 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

What you will bring to our team -

• Self-motivated
• Strong sense of urgency
• Ability to provide measurable deliverables to Account Managers and clients
• Up to ten 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

Salary Expectations

The expected salary range for this position is $50,000.00 to $60,000.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Why Join HUB?

• Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together!
• We work hard and play hard! Get ready for our Staff Holiday Parties!!
• Paid day off for your birthday – we want to celebrate you!
• Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities
• Room to grow within the organization
• Lots of company perks, benefits, RRSP matching and great compensation

Your future with HUB

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

At HUB, we value education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.

• Integrity: We do the right thing every time.

• Teamwork: We work together to maximize results.

• Accountability: We measure and take responsibility for outcomes.

• Service: We serve customers, communities and colleagues.

If you value what we value, and like the perks along the way – Apply TODAY!

The employment offer is contingent upon completion of a successful background check.

HUB is a company where your contributions will make a difference. We invite you to learn more about our team at www.hubinternational.com . If you require any accommodations during the hiring process, please reach out to [e-mail] to request this. Only candidates selected for an interview will be contacted.

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Department SalesRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel Required

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

About Us

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected— through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.