Full-Time

Commercial Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Consulting
Consumer Software
Enterprise Software
AI & Machine Learning

Compensation Overview

$60k - $75kAnnually

+ Commission

Senior, Expert

Kamloops, BC, Canada

Position requires onsite presence in Kamloops, BC.

Category
Customer Success Management
Sales & Account Management
Requirements
  • 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
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

Company Stage

Debt Financing

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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