Commercial Account Manager
4 months ago
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
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 customer service contact
Respond to customer 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, customer correspondence, certificates, and invoices as per agency standards
Assist Account Teams with various administrative function
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 Executives and clients
Up to five years of commercial experience as an Insurance Advisor is considered an assest
Level 2 insurance license
**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?
We work hard and play hard Company planned events and learning opportunities
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.
Competitive compensation.
Flex health benefits & company matching RRSP contributions.
We care about all our employee’s wellbeing - 24/7 access to virtual health services through EQ Care; Lifeworks Employee Assistance Program support and resources; home delivery service on prescriptions with PocketPills.
HUB Women’s Network Resource Group - With approximately over 300 employee ambassadors and growing (all gender identities welcome), this group provides support, guidance, and much, much more through empowerment and collaboration
Our Core Values.
**Entrepreneurship**: We encourage innovation and educated risk-tasking.
**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 our customers, communities and colleagues.
\#LI-POST
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be pr
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