Commercial Insurance Account Manager - Growth & Impact

HUB International; Billings (MT); On-site; USD 38,000 - 48,000; Full time

Job summary

HUB International is seeking a Policy Service Associate to support sales and manage client accounts. The role involves processing service requests, renewals, and client data while collaborating with underwriters to present optimal options.

Strong written and verbal communication, and a proactive service mindset are essential. Candidates should have 2–4 years of insurance experience, a high school diploma or equivalent, and be working toward CISR designation.

Qualifications

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

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

Communication skills

Interpersonal communication

Education

High school diploma or equivalency

Some college preferred

Job description

HUB International is seeking a Policy Service Associate to support sales and manage client accounts. The role involves processing service requests, renewals, and client data while collaborating with underwriters to present optimal options.

Strong written and verbal communication, and a proactive service mindset are essential. Candidates should have 2–4 years of insurance experience, a high school diploma or equivalent, and be working toward CISR designation.