C&I Relationship Manager IV responsible for complex commercial lending and client relationship management. Marketing financial products to large commercial clients with a focus on growth in commercial banking.
About the role
- Assistant Account Manager providing high-level support for commercial lines accounts at HUB International. Handling policy inquiries, renewals, and maintaining organized account files.
Responsibilities
- Assists the Account Management team with all aspects of the account-service process
- Responds to policy inquiries via phone and email
- May field phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc
- Responsible for service work as needed on a daily basis
- Participates in the renewal preparation process, including generating renewal updates on accounts
- Assists with marketing clients to carriers
- Assists with coordinating premium financing and the collection of premiums
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives
Requirements
- High School / GED
- 1-2 years insurance industry experience or equivalent combination of education & experience
- Property & Casualty License required
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
- Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
- Computer skills: proficiency with Microsoft Office Suite and Outlook
Benefits
- health insurance
- dental insurance
- vision insurance
- life insurance
- disability insurance
- flexible work arrangements
- professional development opportunities
- paid time off
- 401(k) accounts
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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