Commercial Insurance Account Manager: Grow Clients

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

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.