Account Manager I

OVERVIEW

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

Licensing or certification Requirements

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

WORK AND EDUCATION EXPERIENCE REQUIREMENTS

2-4 years’ insurance experience

High school diploma or equivalency; some college preferred

TRAINING REQUIREMENTS

Department and Position Specific Training

Microsoft Office Applications

Office Etiquette

Ethics

Time Management

Advanced Customer Service

Basic Leadership Skills

E and O Basics

ADDITIONAL/PREFERRED

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

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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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