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Assist account management and sales executives servicing surety/bond accounts: prepare paperwork, invoices, certificates; process changes; maintain client files and agency systems; support renewals; provide customer service; scan and manage documents; field client inquiries.

Entry-level sales role in HUB's Commercial Lines Producer Development Program. Supports senior producers in prospecting, client meetings, proposals, CRM tracking, policy administration, and market research while completing structured training and one-on-one mentorship to develop insurance sales and account management skills.

Provide day-to-day account management for employee benefits clients: maintain client and carrier relationships, support retention, manage RFPs and renewals, advise on compliance (ACA/COBRA/HIPAA), prepare open enrollment materials, handle escalated claims and coverage issues, and create employee/HR presentations.

Provide outstanding client service and insurance advice to individuals, educating clients on habitational, travel, and automobile insurance. Manage client relationships, communicate clearly, work in a fast-paced team environment, and use Windows-based systems to maintain accurate records and support business operations.

Serve as the first point of contact for clients seeking auto insurance, provide professional and accurate advice, process policies and support client needs, operate at the Portage la Prairie branch, and if unlicensed initially work as a CSR while obtaining a Level 1 Insurance License.

The Account Manager handles client accounts, ensuring satisfaction through effective communication, managing renewals, and negotiating with underwriters, while providing exceptional service and support to both clients and team members.

The Auto Insurance Advisor acts as the first point of contact for clients, providing accurate and courteous advice on Auto Insurance. Responsibilities include communication with clients, attention to detail, and team collaboration in a fast-paced environment.

Manage a book of personal line insurance for affluent clients, conduct reviews, prepare reports, and collaborate with team members to meet clients' insurance needs.

The Assistant Account Manager supports commercial lines accounts by handling policy inquiries, assisting with renewals, preparing quotes, and maintaining client records while ensuring service commitments are met.

Manage a book of high-net-worth personal insurance clients, conduct annual reviews, recommend program improvements, grow retention and revenue, market accounts to carriers using rating tools and EPIC, and drive cross-sell initiatives while meeting financial targets.