Account Manager - Commercial Insurance

HUB International; Great Falls (MT); On-site; USD 40,000 - 55,000; Full time

Job summary

HUB International is looking for a Policy Service Associate in Great Falls, Montana. Responsibilities include assisting clients with account management, marketing policies, and maintaining record accuracy. The role requires a current Property and Casualty License and 2-4 years of insurance experience.

The ideal candidate will have strong communication skills and the ability to work collaboratively with team members. This is a pivotal role in providing quality service and support to clients.

Qualifications

• 2-4 years of insurance experience required.
• Must hold a current Property and Casualty License.
• Some college preferred.

Responsibilities

• Assist sales representatives with client accounts.
• Market existing and new accounts to clients.
• Maintain, verify, and prepare account records.

Skills

Client account management

Communication skills

Negotiation

Education

High school diploma or equivalency

CISR designation (in progress)

Job description

Overview

In addition to all duties of a Policy Service Associate, 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.

• Assist sales representatives and/or initiate sales calls
• Manage client accounts
• Market existing and new accounts; negotiation 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 and 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’ 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

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.

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