OVERVIEW
The Select Business Unit Account Manager I is expected to maintain a book of business based on location practice, will
demonstrate the ability to handle a book of business up to $125,000 in commission revenue. 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.
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
Manage client accounts, including processing service requests, endorsements, cancellations, and other functions, handling a book of business up to $125,000, as available
Initiate or respond to sales calls for new business or account rounding
Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
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 designation
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/Disability License
Any additional designations/specializations
Supervise support team
Participate in training of new hires or less experienced teammates
This is a hybrid role, requiring three days per week in the office.
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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