Commercial Account Manager

Summary

Qualifications

• 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
• What you will bring to the role
• Self-motivated
• Strong sense of urgency
• Ability to provide measurable deliverables to Account Managers and clients
• Up to ten years of commercial experience as an Insurance Advisor
• Level 2 insurance license
• 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
• Pay Transparency –
• The expected salary range for this position is $70,000.00 to $80,000.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
• What we offer you
• We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.
• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
• Inserted bullet information here
• The HUB difference
• HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
• 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.

What you will bring to the role

Pay Transparency –