Commercial Account Manager

HUB International; Kelowna; On-site; CAD 50,000 - 65,000; Full time

Job summary

Join a dynamic team at a leading insurance brokerage where you will thrive in a supportive environment. As a Commercial Account Manager, you will be the primary contact for clients, ensuring exceptional service and managing a diverse book of business. This role offers a unique opportunity to grow your career while providing tailored solutions to meet client needs. With a focus on teamwork and innovation, you will contribute to a culture that values integrity and accountability. If you're ready to make a difference and enjoy a rewarding career, this is the place for you!

Benefits

Paid Day Off for Birthday

Paid Half Day for Volunteering

Comprehensive Health Benefits

RRSP Matching

Career Development Support

Flexible Work Environment

Staff Holiday Parties

Qualifications

• Up to ten years of commercial experience as an Insurance Advisor.
• Level 2 insurance license required.
• Experience with marketing and client contacts.

Responsibilities

• Provide exceptional client care as primary service contact.
• Prepare submissions and proposals as per agency standards.
• Negotiate suitable rates and coverages with underwriters.

Skills

Client Service

Communication Skills

Problem Solving

Commercial Bonding

Critical Thinking

Attention to Detail

Team Collaboration

Education

High School Diploma or Equivalent

Tools

Policy Works

EPIC

Job description

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? 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 compensation for this position is a variable compensation structure, ie., base salary plus commission. As such, the total compensation earned will vary depending on the successful candidate’s book of business at a particular time. The expected base salary for this position is $50,000.00 to $65,000.00, plus commissions will be paid based on successful sales performance. The total compensation 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 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.

Department Sales

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent