The Account Manager I may be assigned to maintain a book of business based on department needs, will demonstrate the ability to handle a book of business up to $200,000 in commission revenue, 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 II
Manage client accounts including processing service requests, endorsements, cancellations, and other functions, handling book of business of $200,000, as available
Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
Providing insurance information and support to Sales Executives in a variety of written forms
Screening and processing insurance applications
Prepare and compile a variety of insurance-related documents within established procedures
Market existing and new accounts
Maintain all records
Maintain positive carrier relationships
Assist in meeting office sales goals
Any other duties as appropriate and assigned by management
MUST hold current Property/Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements
Must be working towards CISR, BAM designation or equivalent
2-4 years’ insurance experience
High school diploma or equivalency; some college preferred
Department and Position Specific Training
Microsoft Office Applications
Office Etiquette
Ethics
Time Management
Advanced Customer Service
Basic Leadership Skills
E and O Basics
CISR Designation or similar insurance designation
Advanced Leadership Skills
Life and Disability License
Any additional designations/specializations
Supervise support team
Participate in training of new hires or less experienced teammates
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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Skills Required
- Current Property/Casualty License in resident state (maintain continuing education)
- Must be working towards CISR, BAM designation or equivalent
- 2-4 years' insurance experience
- Required Experience: 1-2 years of relevant experience
- High school diploma or equivalency
- Some college
- Proficiency with Microsoft Office Applications
- CISR or similar insurance designation
- Life and Disability License
HUB International Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.
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Flexible Benefits — Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
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Healthcare Strength — Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
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Retirement Support — A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.
HUB International Insights
What We Do
Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
