Commercial Account Manager
Hi, we’re HUB!
We are proud to be ranked 5th among the world’s largest insurance brokerages where 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.
The Opportunity: Commercial Account Manager
Are you an insurance professional that would like to take your career to higher levels? Do you work well in a fast paced, client-focused environment? This is an excellent opportunity to grow and learn alongside a team of insurance experts to make a difference for our clients. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and a commitment to deliver results on required deadlines. This role will require a flexible individual to adapt to the growth of the business!
As a Commercial Account Manager, you will interact with commercial clients, maintain professional business relationships with new and existing clients and insurers and manage an entire book of business. The Commercial Account Manager reviews and prepares the commercial client files, leads marketing efforts, and while evaluating and pricing the insured’s risk.
Responsibilities Provide exceptional client care as primary client service contact Respond to client requests directly (or indirectly from the Senior Account Manager/Account Executive and/or Marketer), compiling information and submitting information to appropriate insurance companies and binding coverage where appropriate Participate in formal account reviews; assisting in account rounding and working diligently to provide value-added services for clients Prepare submissions in Policy Works and EPIC Prepare proposals, cover notes, client correspondence, certificates, and invoices as per agency standards Assist Account Teams with various administrative function Review and prioritize all assigned tasks on a daily basis including, company mail, emails, abeyances/activities Maintain accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange and physical files as per agency standards Manage the Marketing of accounts to include new, renewal, and midterm changes Collect data from the client, create an expert submission to be presented, negotiate suitable rates and coverages with company underwriters, present account executives with best programs, and bind coverage. Provide training and guidance to new Insurance Advisors on the team Other responsibilities as needed Requirements Self-motivated Strong sense of urgency Ability to provide measurable deliverables to Account Managers and clients Level 2 insurance license (or willing to obtain) Qualifications Good communication, problem solving and critical thinking skills Pro-active and a self-starter Commercial bonding experience is required Experience with marketing and assisting with client contacts on accounts within the book of business Confident to work independently without supervision Superior client service, presentation and interpersonal skills A keen attention to detail Solutions oriented and a critical thinker Work well in a fast paced, client-focused environment Motivated to contribute within a team environment The employment offer is contingent upon completion of a successful background check.
Why Join HUB? Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together! We work hard and play hard! Get ready for our Staff Holiday Parties!! Paid day off for your birthday – we want to celebrate you! Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities Room to grow within the organization Lots of company perks, benefits, RRSP matching and great compensation What makes us different than all the rest?
Our Vision : To be everywhere risk exists – today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values Entrepreneurship: We encourage innovation and educated risk-taking. Integrity: We do the right thing every time. Teamwork: We work together to maximize results. Accountability: We measure and take responsibility for outcomes. Service: We serve customers, communities, and colleagues. We’ve developed a friendly, passionate, and entrepreneurial-focused culture, allowing you to share and learn alongside your fellow experts and colleagues. We offer in-house educational development as well as paid educational opportunities, so that you can further develop your leadership skillset and industry knowledge.
We believe in our people – they are the best in the industry! We encourage and support each other and want to see our people grow. With this, we have implemented many leadership development programs and support career advancement!
HUB is a company where your contributions will make a difference. We invite you to learn more about our team at www.hubinternational.com.
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent