Commercial Small-Business Account Manager

HUB International; Grand Junction (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

HUB International is seeking a Commercial Lines Account Manager in Colorado to maintain a book of commercial accounts and coordinate all commercial lines new and renewal business. You will work with producers to align HUB’s goals with carrier requirements and client needs, preparing quotations and new client proposals, and ensuring accurate policy issuance.

Responsibilities include processing endorsements, renewals, invoices, cancellations, and ongoing education to stay current with industry

Qualifications

• Current Property/Casualty Insurance License.
• 3 years of Commercial brokerage experience.

Responsibilities

• Maintain a book of commercial accounts.
• Coordinate the processing of all commercial lines new and renewal business.
• Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients.
• Prepare quotations and prepare new client proposals.
• Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue.
• Review all new policies for accuracy.
• Process endorsements and renewals through communication/interfacing with clients and companies.
• Process invoices and credits for agency billed business.
• Process cancellations according to procedure manual.
• Pursue professional studies and maintain familiarity with trends in the industry and new insurance products.
• Improve/refine professional skills through continuing education.
• Maintain account files in accordance with established procedures.
• Gather underwriting, pricing, and supporting data for preparation of submission.
• Generate applicable reports.
• Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives.
• Assist in training other employees

Skills

Communication skills

Client relationship management

Education

Property/Casualty Insurance License

Job description

HUB International is seeking a Commercial Lines Account Manager in Colorado to maintain a book of commercial accounts and coordinate all commercial lines new and renewal business. You will work with producers to align HUB’s goals with carrier requirements and client needs, preparing quotations and new client proposals, and ensuring accurate policy issuance.

Responsibilities include processing endorsements, renewals, invoices, cancellations, and ongoing education to stay current with industry