Posted:
7/7/2026, 10:15:55 AM
Location(s):
Kalispell, Montana, United States ⋅ Montana, United States
Experience Level(s):
Junior ⋅ Mid Level
Field(s):
Customer Success & Support ⋅ Sales & Account Management
Workplace Type:
On-site
The Account Manager I may be assigned to maintain a book of business based on department needs, will demonstrate the ability to handle a book of business up to $200,000 in commission revenue, work directly with clients to answer questions and to obtain information for the purpose of providing a quote, endorsement, or renewal. Process client requests for service; gather necessary information for submission; verify and maintain account files.
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 II
Manage client accounts including processing service requests, endorsements, cancellations, and other functions, handling book of business of $200,000, as available
Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
Providing insurance information and support to Sales Executives in a variety of written forms
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
MUST hold current Property/Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements
Must be working towards CISR, BAM designation or equivalent
2-4 years’ insurance experience
High school diploma or equivalency; some college preferred
Department and Position Specific Training
Microsoft Office Applications
Office Etiquette
Ethics
Time Management
Advanced Customer Service
Basic Leadership Skills
E and O Basics
CISR Designation or similar insurance designation
Advanced Leadership Skills
Life and Disability License
Any additional designations/specializations
Supervise support team
Participate in training of new hires or less experienced teammates
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.
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.
Website: https://www.hubinternational.com/
Headquarter Location: Chicago, Illinois, United States
Employee Count: 10001+
Year Founded: 1998
IPO Status: Delisted
Last Funding Type: Private Equity
Industries: Financial Services ⋅ Insurance ⋅ InsurTech ⋅ Risk Management
Visa Sponsorship: Sponsors work visas