Full-Time

Commercial Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consulting
Consumer Software

Compensation Overview

$60k - $75kAnnually

+ Commission

Senior, Expert

Kamloops, BC, Canada

Position requires onsite presence in Kamloops, BC.

Category
Customer Success Management
Sales & Account Management
Required Skills
Marketing
Requirements
  • Up to ten years of commercial experience as an Insurance Advisor
  • Level 2 insurance license
  • Good communication, problem solving and critical thinking skills
  • Commercial bonding experience is required
  • Experience with marketing and assisting with client contacts on accounts within the book of business
  • Self-motivated
  • Strong sense of urgency
  • Ability to provide measurable deliverables to Account Managers and clients
  • Pro-active and a self-starter
  • 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

  • Embedded insurance solutions create new partnership opportunities with financial institutions.
  • Digital transformation drives growth and efficiency in Hub's operations.
  • Data analytics and AI improve underwriting and claims processing efficiency.

What critics are saying

  • Rapid acquisitions may lead to integration challenges and cultural clashes.
  • Rising premiums may push affluent clients to alternative insurance solutions.
  • Increased competition could lead to market saturation and reduced profitability.

What makes HUB unique

  • Hub's acquisition strategy strengthens its market position in diverse regions.
  • VIU by HUB enhances digital insurance offerings for financial institutions.
  • Hub's focus on personalized insurance products meets evolving customer needs.

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