Account Manager – Insurance Solutions Group

HUB International

Account Manager handling insurance solutions, maintaining accounts and client service with a revenue focus of $125,000. Engaging in new business development and compliance tasks.

Posted 7/16/2026full-timeBoise • Idaho, Montana, Wyoming • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client accounts and processing insurance applications while ensuring compliance with underwriting guidelines. Proficient in maintaining positive relationships with carriers and achieving office sales goals.

Highest-signal resume keywords

Property/Casualty LicenseInsurance ExperienceCISR DesignationAdvanced Customer ServiceMicrosoft Office Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Application ProcessingCompliance ReviewDocument PreparationSales Call InitiationAccount Management

Soft Skills

Time ManagementBasic Leadership SkillsOffice EtiquetteEthics

Certifications & Qualifications

Property/Casualty LicenseCISR Designation

Industry Keywords

InsuranceClient AccountsUnderwriting GuidelinesCarrier RelationshipsSales Goals

About the role

Key responsibilities & impact

Manage client accounts, including processing service requests, endorsements, cancellations, and other functions, handling a book of business up to $125,000, as available
Initiate or respond to sales calls for new business or account rounding
Review of insurance applications and policies to ensure initial compliance and underwriting authority and guidelines
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

Requirements

What you’ll need

2-4 years’ insurance experience
High school diploma or equivalency; some college preferred
MUST hold current Property/Casualty License in resident state
Must be working towards CISR designation
Microsoft Office Applications
Office Etiquette
Ethics
Time Management
Advanced Customer Service
Basic Leadership Skills
E and O Basics

Benefits

Comp & perks

Health insurance
Professional development opportunities