Client Service Associate

Assistant Account Manager

Join our Commercial Lines team in our Wilmington, MA office on a hybrid work schedule.

Overview

Responsible for supporting Account Managers on all aspects of client service, marketing, and renewal of commercial insurance accounts in accordance with HUB's best practices, policies and standard procedures of the Company.

Responsibilities

• Works closely with Account Managers and Client Executives/Producers on pre-renewal processes, in capturing pre-renewal information and assembling complete renewal submissions. Completing pre-work for Critical Path and participates in strategy meetings for high level view of client accounts and learning skills needed for successful account management.
• Collaborates with Account Management Team on service strategies, aligning client's business needs and ensuring insurance objectives are met with highest service standards.
• Updates and maintains agency management systems when and where necessary as per HUB service workflow procedures; policy checking for accuracy on all renewal, endorsement, audit, cancellation transactions and to update/input true policy and form details in agency management system.
• Creates summaries of insurance on existing client accounts and templates for new and renewal business by excerpt of quoted coverages, exclusions and endorsement terms offered by carrier.
• Obtain loss run data from carriers and assisting with developing and maintenance of loss analysis worksheets.
• Client services may also include updating Acord applications and exposure schedules, preparing MA RMV forms needed for vehicle registration transactions, issuing evidence of property and certificates of liability from master templates, and monitoring emails for account management team.
• Maintain various internal resources, staying apprised on industry news, trends, and trade publications for growth opportunities and to gain competitive edge for offering top tier HUB agency services.
• Conducts business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
• Other responsibilities as assigned by Manager/Team Leader.

Qualifications

• Related insurance support experience.
• Producer's license or ability to obtain license within six months of hire.
• Proficiency with Microsoft Office and automated agency management systems.
• Excellent customer service and communication skills.
• Ability to prioritize workload and execute tasks with focused attention to detail and sense of urgency.
• Ability to problem solve and communicate outcomes to stakeholders.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

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.