Account Manager - Commercial Insurance

HUB International; Bozeman (MT); On-site; USD 42,000 - 65,000; Full time

Job summary

HUB International in Bozeman is seeking a Policy Service Associate to support client accounts and policy service activities. You will respond to client inquiries, gather information for quotes, endorsements, or renewals, and maintain accurate account files.

The role emphasizes strong written and verbal communication, attention to detail, and the ability to collaborate with sales teams and underwriters to deliver quality service.

Qualifications

• Assist sales reps and initiate sales calls.
• Manage client accounts.
• Market existing and new accounts; negotiate with company underwriters; present best options.
• Maintain all records.
• Review monthly renewals in advance.
• Prepare and maintain relevant reports.
• Good written and verbal communication.
• Ability to interact & communicate positively with co-workers.
• Any other duties as appropriate and assigned by management.

Responsibilities

• Assist sales representatives and/or initiate sales calls
• Manage client accounts
• Market existing and new accounts; negotiate with company underwriters; present best options
• Maintain all records
• Review monthly renewals in advance
• Prepare and maintain relevant reports
• Good written and verbal communication
• Ability to interact & communicate positively with co-workers
• Any other duties as appropriate and assigned by management

Skills

Client management

Communication

Negotiation with underwriters

Record keeping

Renewals review

Teamwork

Education

High school diploma or equivalent

Job description

About HUB International

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB?

Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We Are The Perfect Fit If You

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

Overview

In addition to all duties of a Policy Service Associate, you may be expected to maintain a book of business, work directly with clients to answer questions and to obtain information for the purpose of providing a quote, endorsement, or renewal. Process client requests for service; gather necessary information for submission; verify and maintain account files.

Essential Duties And Responsibilities

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

All Duties of Policy Service Associate

• Assist sales representatives and/or initiate sales calls
• Manage client accounts
• Market existing and new accounts; negotiate with company underwriters; present best options
• Maintain all records
• Review monthly renewals in advance
• Prepare and maintain relevant reports
• Good written and verbal communication
• Ability to interact & communicate positively with co-workers
• Any other duties as appropriate and assigned by management

Licensing or Certification Requirements

• Must hold current Property and Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements
• Must be working towards CISR designation

Work & Education Experience Requirements

• 2–4 years of insurance experience
• High school diploma or equivalency; some college preferred

Department Account Management & Service

Required Experience: 1–2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

Equal Opportunity Employer

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race, ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

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