Account Manager - Personal Insurance

OVERVIEW In addition to all duties of a Policy Service Associate, may be expected to maintain a book of business based on location practice. Market and service accounts (new and existing) in a way that fosters new business development and existing client perpetuation. Process client requests for service; gather necessary information for submission; verify and maintain account files. Must be able to handle an account and sell policies from beginning to end as well as maintain compliance responses for accounts sold. Might also be required to help train employees at management’s request. 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 ASSOCIAT Assist sales representatives and/or initiate sales calls Manage client accounts Market existing and new accounts; negotiation 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 LICENSING OR CERTIFICATION REQUIREMENTS 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 WORK & EDUCATION EXPERIENCE REQUIREMENTS: 2-4 years’ insurance experience High school diploma or equivalency; some college preferred TRAINING REQUIREMENTS: Department Specific Training – All Modules Microsoft Office Applications Office Etiquette Ethics Time Management Advanced Customer Service Basic Leadership Skills E&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 We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team  [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.