- Location
- Idaho Falls, ID, United States of America · Blackfoot, ID
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Sales
- Seniority
- Manager
- Education
- High School
- Source
- Workday
Description
OVERVIEW
In addition to all duties of a Policy Service Associate, may be expected to maintain a book of business based on location
practice. Market and service accounts (new and existing) in a way that fosters new business development and existing client
perpetuation. Process client requests for service; gather necessary information for submission; verify and maintain account
files. Must be able to handle an account and sell policies from beginning to end as well as maintain compliance responses for
accounts sold. Might also be required to help train employees at management’s request.
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 ASSOCIAT
Assist sales representatives and/or initiate sales calls
Manage client accounts
Market existing and new accounts; negotiation with company underwriters; present best options
Maintain all records
Review monthly renewals in advance.
Prepare and maintain relevant reports
Good written and verbal communication
Ability to interact & communicate positively with co-workers
Any other duties as appropriate and assigned by management
LICENSING OR CERTIFICATION REQUIREMENTS
MUST hold current Property and Casualty License in resident state; includes maintaining by meeting all continuation education and other requirements
Must be working towards CISR designation
WORK & EDUCATION EXPERIENCE REQUIREMENTS:
2-4 years’ insurance experience
High school diploma or equivalency; some college preferred
TRAINING REQUIREMENTS:
Department Specific Training – All Modules
Microsoft Office Applications
Office Etiquette
Ethics
Time Management
Advanced Customer Service
Basic Leadership Skills
E&O Basics
ADDITIONAL/PREFERRED
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.
